Bill Nygren’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bill Nygren’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 Q1	–	Sell	-59,610	Closed	-$11M	–	163
2024 Q4	$11M	Buy	+59,610	New	+$11.4M	0.01%	106
2022 Q1	–	Sell	-6,120	Closed	-$1.03M	–	144
2021 Q4	$1.03M	Buy	+6,120	New	+$1M	﹤0.01%	133

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Bill Nygren's IWD Position: Q1 2025 in Review

Bill Nygren sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2025, closing a stake of 59,610 shares — an estimated $11M sold.

Bill Nygren first reported a position in IWD in Q4 2021 and held it in 2 quarters. The position peaked at $11M in Q4 2024. 1,716 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

Bill Nygren reported no remaining iShares Russell 1000 Value ETF position as of Q1 2025 after selling out during the quarter.
Bill Nygren sold 59,610 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $11M.
Bill Nygren first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 2 quarters.
Bill Nygren's iShares Russell 1000 Value ETF position peaked at $11M in Q4 2024.
1,716 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

Based on Harris Associates's 13F filing for Q1 2025, filed 15 May 2025.