Bank of America’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bank of America’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-400	Closed	-$66K	–	8188
2022 Q1	$66K	Buy	+400	New	+$65.7K	﹤0.01%	7052
2021 Q4	–	Sell	-600	Closed	-$94K	–	8413
2021 Q3	$94K	Hold	600	–	–	﹤0.01%	6756
2021 Q2	$95K	Buy	+600	New	+$95K	﹤0.01%	6541
2020 Q4	–	Sell	-31,400	Closed	-$3.71M	–	7214
2020 Q3	$3.71M	Hold	31,400	–	–	﹤0.01%	3184
2020 Q2	$3.54M	Sell	31,400 -127,500	-80%	-$14M	﹤0.01%	3163
2020 Q1	$15.8M	Hold	158,900	–	–	﹤0.01%	1691
2019 Q4	$21.7M	Sell	158,900 -41,600	-21%	-$5.48M	﹤0.01%	1824
2019 Q3	$25.7M	Hold	200,500	–	–	﹤0.01%	1625
2019 Q2	$25.5M	Hold	200,500	–	–	﹤0.01%	1650
2019 Q1	$24.8M	Buy	+200,500	New	+$24.1M	﹤0.01%	1634
2018 Q1	–	Sell	-373,900	Closed	-$46.5M	–	7209
2017 Q4	$46.5M	Buy	+373,900	New	+$45.3M	0.01%	1146
2017 Q1	–	Sell	-1,800	Closed	-$202K	–	7102
2016 Q4	$202K	Buy	+1,800	New	+$195K	﹤0.01%	5319

Other funds holding IWD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America's IWD Position: Q1 2026 in Review

Bank of America reduced its iShares Russell 1000 Value ETF (IWD) stake by 12% in Q1 2026, selling an estimated $1.34B and leaving 46,144,498 shares worth $9.86B. The position accounts for 0.72% of the portfolio, ranked #24.

Bank of America first reported a position in IWD in Q2 2013 and has held it in 52 quarters since. The position peaked at $11B in Q4 2025. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Bank of America held 46,144,498 shares of iShares Russell 1000 Value ETF worth $9.86B as of Q1 2026.
Bank of America sold 6,112,118 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $1.34B.
iShares Russell 1000 Value ETF made up 0.72% of Bank of America's portfolio in Q1 2026, its #24 holding.
Bank of America first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 52 quarters since.
Bank of America's iShares Russell 1000 Value ETF position peaked at $11B in Q4 2025.
1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.