Bessemer Group
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Bessemer Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bessemer Group’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
2026
Q2 		$17.3M Sell
71,209
-185
-0.3% -$43.1K 0.02% 314
2026
Q1 		$15.3M Buy
71,394
+20,275
+40% +$4.44M 0.02% 306
2025
Q4 		$10.8M Buy
51,119
+21
+0% +$4.34K 0.02% 327
2025
Q3 		$10.4M Sell
51,098
-1,522
-3% -$303K 0.02% 305
2025
Q2 		$10.2M Sell
52,620
-591
-1% -$109K 0.02% 307
2025
Q1 		$10M Buy
53,211
+3,415
+7% +$650K 0.02% 298
2024
Q4 		$9.22M Buy
49,796
+695
+1% +$133K 0.02% 317
2024
Q3 		$9.32M Buy
49,101
+11,667
+31% +$2.13M 0.02% 321
2024
Q2 		$6.53M Sell
37,434
-186
-0.5% -$32.5K 0.01% 339
2024
Q1 		$6.74M Buy
37,620
+5,055
+16% +$855K 0.01% 348
2023
Q4 		$5.38M Buy
32,565
+484
+2% +$74.7K 0.01% 361
2023
Q3 		$4.87M Buy
32,081
+3,632
+13% +$576K 0.01% 362
2023
Q2 		$4.49M Sell
28,449
-66,625
-70% -$10.2M 0.01% 372
2023
Q1 		$14.5M Buy
95,074
+69,319
+269% +$10.7M 0.03% 225
2022
Q4 		$3.91M Sell
25,755
-4,537
-15% -$679K 0.01% 364
2022
Q3 		$4.12M Buy
30,292
+1,431
+5% +$215K 0.01% 344
2022
Q2 		$4.18M Buy
28,861
+323
+1% +$50.5K 0.01% 325
2022
Q1 		$4.74M Sell
28,538
-2,848
-9% -$468K 0.01% 256
2021
Q4 		$5.27M Buy
31,386
+3,067
+11% +$502K 0.01% 244
2021
Q3 		$4.43M Buy
28,319
+5,572
+24% +$893K 0.01% 253
2021
Q2 		$3.61M Sell
22,747
-3,014
-12% -$477K 0.01% 272
2021
Q1 		$3.9M Buy
25,761
+514
+2% +$74.4K 0.01% 270
2020
Q4 		$3.45M Buy
25,247
+3,004
+14% +$385K 0.01% 262
2020
Q3 		$2.63M Sell
22,243
-1,814
-8% -$215K 0.01% 297
2020
Q2 		$2.71M Buy
24,057
+13,522
+128% +$1.49M 0.01% 408
2020
Q1 		$1.04M Sell
10,535
-2,800
-21% -$349K ﹤0.01% 597
2019
Q4 		$1.82M Hold
13,335
– – 0.01% 590
2019
Q3 		$1.71M Buy
13,335
+1,884
+16% +$239K 0.01% 557
2019
Q2 		$1.46M Sell
11,451
-792
-6% -$99.1K ﹤0.01% 622
2019
Q1 		$1.51M Sell
12,243
-6,237
-34% -$750K 0.01% 529
2018
Q4 		$2.05M Sell
18,480
-10,500
-36% -$1.26M 0.01% 375
2018
Q3 		$3.67M Buy
28,980
+7,692
+36% +$966K 0.01% 299
2018
Q2 		$2.58M Sell
21,288
-438,181
-95% -$53.3M 0.01% 346
2018
Q1 		$55.1M Buy
459,469
+176,280
+62% +$22M 0.21% 118
2017
Q4 		$35.2M Buy
283,189
+37,179
+15% +$4.51M 0.14% 136
2017
Q3 		$29.2M Buy
246,010
+29,995
+14% +$3.49M 0.12% 141
2017
Q2 		$25.2M Sell
216,015
-261,520
-55% -$30.1M 0.1% 138
2017
Q1 		$54.9M Buy
477,535
+449,457
+1,601% +$51.5M 0.23% 116
2016
Q4 		$3.15M Buy
28,078
+2,741
+11% +$296K 0.01% 392
2016
Q3 		$2.68M Buy
25,337
+8,471
+50% +$893K 0.01% 364
2016
Q2 		$1.74M Buy
16,866
+62
+0.4% +$6.26K 0.01% 407
2016
Q1 		$1.66M Sell
16,804
-7,592
-31% -$711K 0.01% 409
2015
Q4 		$2.39M Buy
24,396
+9,947
+69% +$987K 0.01% 396
2015
Q3 		$1.35M Buy
14,449
+11,110
+333% +$1.1M 0.01% 499
2015
Q2 		$344K Hold
3,339
– – ﹤0.01% 693
2015
Q1 		$344K Sell
3,339
-145
-4% -$15K ﹤0.01% 665
2014
Q4 		$364K Buy
3,484
+145
+4% +$14.8K ﹤0.01% 636
2014
Q3 		$334K Sell
3,339
-346
-9% -$35K ﹤0.01% 639
2014
Q2 		$373K Buy
3,685
+1,084
+42% +$106K ﹤0.01% 612
2014
Q1 		$251K Hold
2,601
– – ﹤0.01% 630
2013
Q4 		$245K Hold
2,601
– – ﹤0.01% 637
2013
Q3 		$224K Buy
+2,601
New +$226K ﹤0.01% 639

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Bessemer Group's IWD Position: Q2 2026 in Review

Bessemer Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.26% in Q2 2026, selling an estimated $43.1K and leaving 71,209 shares worth $17.3M. The position accounts for 0.02% of the portfolio, ranked #314.

Bessemer Group first reported a position in IWD in Q3 2013 and has held it in 52 quarters since. The position peaked at $55.1M in Q1 2018. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Bessemer Group held 71,209 shares of iShares Russell 1000 Value ETF worth $17.3M as of Q2 2026.
  • Bessemer Group sold 185 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $43.1K.
  • iShares Russell 1000 Value ETF made up 0.02% of Bessemer Group's portfolio in Q2 2026, its #314 holding.
  • Bessemer Group first reported a position in iShares Russell 1000 Value ETF in Q3 2013 and has held it in 52 quarters since.
  • Bessemer Group's iShares Russell 1000 Value ETF position peaked at $55.1M in Q1 2018.
  • 1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.