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Brown Brothers Harriman & Co’s iShares Russell 1000 Value ETF IWD Stock Holding History

Brown Brothers Harriman & 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
2026
Q2 		$6.33M Sell
26,116
-1,994
-7% -$464K 0.03% 193
2026
Q1 		$6.01M Sell
28,110
-843
-3% -$185K 0.03% 181
2025
Q4 		$6.09M Buy
28,953
+788
+3% +$163K 0.03% 155
2025
Q3 		$5.73M Sell
28,165
-12,722
-31% -$2.53M 0.03% 150
2025
Q2 		$7.94M Sell
40,887
-63
-0.2% -$11.7K 0.05% 126
2025
Q1 		$7.71M Buy
40,950
+8,654
+27% +$1.65M 0.05% 128
2024
Q4 		$5.98M Buy
32,296
+2,366
+8% +$454K 0.04% 141
2024
Q3 		$5.68M Buy
29,930
+580
+2% +$106K 0.04% 138
2024
Q2 		$5.12M Buy
29,350
+1,193
+4% +$209K 0.04% 142
2024
Q1 		$5.04M Buy
28,157
+6,567
+30% +$1.11M 0.04% 140
2023
Q4 		$3.57M Buy
21,590
+924
+4% +$143K 0.03% 159
2023
Q3 		$3.14M Buy
20,666
+33
+0.2% +$5.23K 0.03% 160
2023
Q2 		$3.26M Sell
20,633
-94
-0.5% -$14.4K 0.03% 159
2023
Q1 		$3.16M Buy
20,727
+1,769
+9% +$273K 0.03% 145
2022
Q4 		$2.87M Buy
18,958
+978
+5% +$146K 0.03% 135
2022
Q3 		$2.44M Buy
17,980
+3,256
+22% +$489K 0.02% 143
2022
Q2 		$2.13M Buy
14,724
+2,026
+16% +$317K 0.02% 157
2022
Q1 		$2.11M Buy
12,698
+7,300
+135% +$1.2M 0.01% 163
2021
Q4 		$906K Hold
5,398
– – 0.01% 253
2021
Q3 		$845K Buy
5,398
+3,487
+182% +$559K 0.01% 254
2021
Q2 		$303K Hold
1,911
– – ﹤0.01% 375
2021
Q1 		$290K Hold
1,911
– – ﹤0.01% 351
2020
Q4 		$261K Buy
1,911
+1,681
+731% +$216K ﹤0.01% 393
2020
Q3 		$27K Hold
230
– – ﹤0.01% 656
2020
Q2 		$26K Sell
230
-185
-45% -$20.3K ﹤0.01% 648
2020
Q1 		$41K Sell
415
-674
-62% -$84K ﹤0.01% 552
2019
Q4 		$149K Buy
1,089
+15
+1% +$1.98K ﹤0.01% 514
2019
Q3 		$138K Sell
1,074
-104
-9% -$13.2K ﹤0.01% 490
2019
Q2 		$150K Sell
1,178
-707
-38% -$88.5K ﹤0.01% 439
2019
Q1 		$233K Buy
1,885
+456
+32% +$54.8K ﹤0.01% 363
2018
Q4 		$159K Sell
1,429
-64
-4% -$7.67K ﹤0.01% 380
2018
Q3 		$189K Buy
1,493
+173
+13% +$21.7K ﹤0.01% 370
2018
Q2 		$160K Sell
1,320
-2,014
-60% -$245K ﹤0.01% 366
2018
Q1 		$400K Sell
3,334
-22
-0.7% -$2.74K ﹤0.01% 263
2017
Q4 		$417K Buy
3,356
+22
+0.7% +$2.67K ﹤0.01% 259
2017
Q3 		$395K Sell
3,334
-90
-3% -$10.5K ﹤0.01% 252
2017
Q2 		$399K Sell
3,424
-302
-8% -$34.8K ﹤0.01% 245
2017
Q1 		$428K Hold
3,726
– – ﹤0.01% 239
2016
Q4 		$417K Buy
3,726
+386
+12% +$41.7K ﹤0.01% 226
2016
Q3 		$353K Sell
3,340
-500
-13% -$52.7K ﹤0.01% 254
2016
Q2 		$397K Sell
3,840
-1,819
-32% -$184K ﹤0.01% 253
2016
Q1 		$559K Hold
5,659
– – ﹤0.01% 218
2015
Q4 		$554K Sell
5,659
-700
-11% -$69.5K ﹤0.01% 225
2015
Q3 		$593K Sell
6,359
-3,121
-33% -$310K ﹤0.01% 220
2015
Q2 		$978K Sell
9,480
-343
-3% -$36K ﹤0.01% 201
2015
Q1 		$1.01M Sell
9,823
-844
-8% -$87.5K ﹤0.01% 199
2014
Q4 		$1.11M Hold
10,667
– – ﹤0.01% 193
2014
Q3 		$1.07M Sell
10,667
-187
-2% -$18.9K ﹤0.01% 192
2014
Q2 		$1.1M Buy
10,854
+6,839
+170% +$671K ﹤0.01% 198
2014
Q1 		$387K Buy
4,015
+113
+3% +$10.6K ﹤0.01% 270
2013
Q4 		$368K Buy
3,902
+2,795
+252% +$253K ﹤0.01% 328
2013
Q3 		$95K Hold
1,107
– – ﹤0.01% 402
2013
Q2 		$93K Buy
+1,107
New +$92.2K ﹤0.01% 474

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

Brown Brothers Harriman & Co's IWD Position: Q2 2026 in Review

Brown Brothers Harriman & Co reduced its iShares Russell 1000 Value ETF (IWD) stake by 7.1% in Q2 2026, selling an estimated $464K and leaving 26,116 shares worth $6.33M. The position accounts for 0.03% of the portfolio, ranked #193.

Brown Brothers Harriman & Co first reported a position in IWD in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.94M in Q2 2025. 1,974 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Brown Brothers Harriman & Co held 26,116 shares of iShares Russell 1000 Value ETF worth $6.33M as of Q2 2026.
  • Brown Brothers Harriman & Co sold 1,994 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $464K.
  • iShares Russell 1000 Value ETF made up 0.03% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #193 holding.
  • Brown Brothers Harriman & Co first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • Brown Brothers Harriman & Co's iShares Russell 1000 Value ETF position peaked at $7.94M in Q2 2025.
  • 1,974 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.