Beutel, Goodman & Co’s iShares Russell 1000 Value ETF IWD Stock Holding History

Beutel, Goodman & Co’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
2025 Q4	–	Sell	-6	Closed	-$1K	–	174
2025 Q3	$1K	Buy	+6	New	+$1.19K	﹤0.01%	173
2025 Q2	–	Sell	-1	Closed	–	–	188
2025 Q1	$0	Buy	+1	New	+$190	﹤0.01%	205

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Beutel, Goodman & Co's IWD Position: Q4 2025 in Review

Beutel, Goodman & Co sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 6 shares — an estimated $1K sold.

Beutel, Goodman & Co first reported a position in IWD in Q1 2025 and held it in 2 quarters. The position peaked at $1K in Q3 2025. 1,906 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

Beutel, Goodman & Co reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
Beutel, Goodman & Co sold 6 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $1K.
Beutel, Goodman & Co first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and held it in 2 quarters.
Beutel, Goodman & Co's iShares Russell 1000 Value ETF position peaked at $1K in Q3 2025.
1,906 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Beutel, Goodman & Co's 13F filing for Q4 2025, filed 13 Feb 2026.