Boston Partners
IWD icon

Boston Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Boston Partners’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 		$31M Sell
127,621
-74,731
-37% -$17.4M 0.03% 335
2026
Q1 		$43.3M Sell
202,352
-71,578
-26% -$15.7M 0.05% 274
2025
Q4 		$58.4M Buy
273,930
+210,590
+332% +$43.5M 0.06% 250
2025
Q3 		$12.9M Sell
63,340
-27,410
-30% -$5.45M 0.01% 409
2025
Q2 		$17.6M Sell
90,750
-94,674
-51% -$17.5M 0.02% 363
2025
Q1 		$34.5M Sell
185,424
-77,995
-30% -$14.9M 0.04% 262
2024
Q4 		$49.3M Buy
263,419
+113,888
+76% +$21.8M 0.06% 236
2024
Q3 		$28.4M Sell
149,531
-7,953
-5% -$1.45M 0.03% 290
2024
Q2 		$27.5M Buy
157,484
+103,845
+194% +$18.2M 0.03% 288
2024
Q1 		$9.61M Sell
53,639
-94,062
-64% -$15.9M 0.01% 403
2023
Q4 		$24.4M Buy
147,701
+86,277
+140% +$13.3M 0.03% 304
2023
Q3 		$9.3M Sell
61,424
-1,543
-2% -$245K 0.01% 370
2023
Q2 		$9.94M Sell
62,967
-22,563
-26% -$3.45M 0.01% 367
2023
Q1 		$13M Sell
85,530
-66,904
-44% -$10.3M 0.02% 337
2022
Q4 		$24M Buy
152,434
+61,808
+68% +$9.25M 0.03% 283
2022
Q3 		$12.7M Buy
90,626
+7,893
+10% +$1.19M 0.02% 333
2022
Q2 		$12.3M Buy
82,733
+32,804
+66% +$5.13M 0.02% 343
2022
Q1 		$8.29M Sell
49,929
-53,449
-52% -$8.78M 0.01% 372
2021
Q4 		$17.4M Buy
103,378
+58,558
+131% +$9.59M 0.02% 331
2021
Q3 		$7.02M Buy
44,820
+34,949
+354% +$5.6M 0.01% 376
2021
Q2 		$1.57M Sell
9,871
-1,774
-15% -$281K ﹤0.01% 481
2021
Q1 		$1.76M Sell
11,645
-47,412
-80% -$6.86M ﹤0.01% 503
2020
Q4 		$8.07M Buy
+59,057
New +$7.58M 0.01% 346
2020
Q3 		– Sell
-24,728
Closed -$2.79M – 658
2020
Q2 		$2.79M Sell
24,728
-137,094
-85% -$15.1M 0.01% 392
2020
Q1 		$15.7M Buy
161,822
+92,552
+134% +$11.5M 0.03% 301
2019
Q4 		$9.46M Buy
69,270
+19,251
+38% +$2.54M 0.01% 347
2019
Q3 		$6.42M Sell
50,019
-19,533
-28% -$2.48M 0.01% 368
2019
Q2 		$8.85M Buy
69,552
+40,806
+142% +$5.11M 0.01% 373
2019
Q1 		$3.55M Sell
28,746
-182,301
-86% -$21.9M ﹤0.01% 452
2018
Q4 		$23.4M Buy
211,047
+208,834
+9,437% +$25M 0.03% 297
2018
Q3 		$280K Sell
2,213
-10,280
-82% -$1.29M ﹤0.01% 691
2018
Q2 		$1.52M Sell
12,493
-1,532,376
-99% -$186M ﹤0.01% 700
2018
Q1 		$185M Buy
1,544,869
+1,516,838
+5,411% +$189M 0.22% 130
2017
Q4 		$3.48M Buy
28,031
+172
+0.6% +$20.8K ﹤0.01% 587
2017
Q3 		$3.3M Buy
27,859
+4,703
+20% +$548K ﹤0.01% 594
2017
Q2 		$2.7M Buy
23,156
+5
+0% +$575 ﹤0.01% 616
2017
Q1 		$2.66M Sell
23,151
-31,149
-57% -$3.57M ﹤0.01% 625
2016
Q4 		$6.08M Sell
54,300
-7,995
-13% -$864K 0.01% 463
2016
Q3 		$6.58M Buy
62,295
+45,294
+266% +$4.78M 0.01% 454
2016
Q2 		$1.76M Sell
17,001
-4,554
-21% -$460K ﹤0.01% 657
2016
Q1 		$2.13M Sell
21,555
-82,996
-79% -$7.78M ﹤0.01% 608
2015
Q4 		$10.2M Buy
104,551
+80,913
+342% +$8.03M 0.01% 383
2015
Q3 		$2.21M Buy
+23,638
New +$2.35M ﹤0.01% 600
2015
Q1 		– Sell
-5,044
Closed -$527K – 719
2014
Q4 		$527K Buy
+5,044
New +$514K ﹤0.01% 692
2014
Q1 		– Sell
-3,530
Closed -$332K – 731
2013
Q4 		$332K Buy
+3,530
New +$320K ﹤0.01% 690

Other funds holding IWD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Boston Partners's IWD Position: Q2 2026 in Review

Boston Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 37% in Q2 2026, selling an estimated $17.4M and leaving 127,621 shares worth $31M. The position accounts for 0.03% of the portfolio, ranked #335.

Boston Partners first reported a position in IWD in Q4 2013 and has held it in 45 quarters since. The position peaked at $185M in Q1 2018. 1,738 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Boston Partners held 127,621 shares of iShares Russell 1000 Value ETF worth $31M as of Q2 2026.
  • Boston Partners sold 74,731 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $17.4M.
  • iShares Russell 1000 Value ETF made up 0.03% of Boston Partners's portfolio in Q2 2026, its #335 holding.
  • Boston Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2013 and has held it in 45 quarters since.
  • Boston Partners's iShares Russell 1000 Value ETF position peaked at $185M in Q1 2018.
  • 1,738 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.