Caisse de Depot et Placement du Quebec (CDPQ)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Caisse de Depot et Placement du Quebec (CDPQ)’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	$68.4M	Buy	+281,975	New	+$65.7M	0.1%	240
2025 Q3	–	Sell	-34,599	Closed	-$6.72M	–	561
2025 Q2	$6.72M	Sell	34,599 -35,401	-51%	-$6.56M	0.01%	389
2025 Q1	$13.2M	Hold	70,000	–	–	0.03%	353
2024 Q4	$13M	Sell	70,000 -50,000	-42%	-$9.59M	0.03%	338
2024 Q3	$22.8M	Sell	120,000 -5,000	-4%	-$911K	0.05%	267
2024 Q2	$21.8M	Buy	+125,000	New	+$21.9M	0.05%	248
2024 Q1	–	Sell	-50,000	Closed	-$8.26M	–	522
2023 Q4	$8.26M	Sell	50,000 -50,000	-50%	-$7.72M	0.02%	307
2023 Q3	$15.2M	Hold	100,000	–	–	0.04%	255
2023 Q2	$15.8M	Sell	100,000 -50,000	-33%	-$7.64M	0.04%	271
2023 Q1	$22.8M	Buy	150,000 +75,000	+100%	+$11.6M	0.07%	236
2022 Q4	$11.4M	Sell	75,000 -25,000	-25%	-$3.74M	0.04%	315
2022 Q3	$13.6M	Buy	+100,000	New	+$15M	0.04%	288

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 22.9% 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

Caisse de Depot et Placement du Quebec (CDPQ)'s IWD Position: Q2 2026 in Review

Caisse de Depot et Placement du Quebec (CDPQ) opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 281,975 shares worth $68.4M. The stake represents 0.1% of the portfolio and ranks #240 among its holdings. This is a return to the name: Caisse de Depot et Placement du Quebec (CDPQ) previously reported a position in IWD as recently as Q2 2025.

Caisse de Depot et Placement du Quebec (CDPQ) first reported a position in IWD in Q3 2022 and has held it in 12 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Caisse de Depot et Placement du Quebec (CDPQ) held 281,975 shares of iShares Russell 1000 Value ETF worth $68.4M as of Q2 2026.
iShares Russell 1000 Value ETF was a new Caisse de Depot et Placement du Quebec (CDPQ) position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.1% of Caisse de Depot et Placement du Quebec (CDPQ)'s portfolio in Q2 2026, its #240 holding.
Caisse de Depot et Placement du Quebec (CDPQ) first reported a position in iShares Russell 1000 Value ETF in Q3 2022 and has held it in 12 quarters since.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Caisse de Depot et Placement du Quebec (CDPQ)'s 13F filing for Q2 2026, filed 14 Aug 2026.