Bridgewater Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bridgewater Advisors’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	$1.19M	Sell	4,663 -242	-5%	-$56.4K	0.06%	141
2026 Q1	$1.15M	Buy	4,905 +73	+2%	+$16K	0.07%	123
2025 Q4	$1.06M	Buy	4,832 +152	+3%	+$31.4K	0.07%	133
2025 Q3	$951K	Buy	4,680 +147	+3%	+$29.2K	0.07%	139
2025 Q2	$898K	Buy	4,533 +93	+2%	+$17.2K	0.07%	148
2025 Q1	$808K	Buy	+4,440	New	+$846K	0.07%	142
2022 Q3	–	Sell	-1,950	Closed	-$283K	–	173
2022 Q2	$283K	Hold	1,950	–	–	0.06%	191
2022 Q1	$324K	Hold	1,950	–	–	0.08%	183
2021 Q4	$327K	Hold	1,950	–	–	0.07%	184
2021 Q3	$305K	Hold	1,950	–	–	0.08%	188
2021 Q2	$309K	Hold	1,950	–	–	0.1%	181
2021 Q1	$305K	Buy	+1,950	New	+$282K	0.15%	120

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

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

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

Bridgewater Advisors's IWD Position: Q2 2026 in Review

Bridgewater Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 4.9% in Q2 2026, selling an estimated $56.4K and leaving 4,663 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #141.

Bridgewater Advisors first reported a position in IWD in Q1 2021 and has held it in 12 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Bridgewater Advisors held 4,663 shares of iShares Russell 1000 Value ETF worth $1.19M as of Q2 2026.
Bridgewater Advisors sold 242 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $56.4K.
iShares Russell 1000 Value ETF made up 0.06% of Bridgewater Advisors's portfolio in Q2 2026, its #141 holding.
Bridgewater Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 12 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.