Capital International Investors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Capital International Investors’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	$2.77M	Buy	11,416 +567	+5%	+$132K	﹤0.01%	422
2026 Q1	$2.27M	Sell	10,849 -10,010	-48%	-$2.19M	﹤0.01%	418
2025 Q4	$4.42M	Buy	20,859 +14,720	+240%	+$3.04M	﹤0.01%	420
2025 Q3	$1.25M	Buy	6,139 +194	+3%	+$38.6K	﹤0.01%	427
2025 Q2	$1.15M	Sell	5,945 -2,792	-32%	-$517K	﹤0.01%	425
2025 Q1	$1.63M	Sell	8,737 -3,914	-31%	-$745K	﹤0.01%	419
2024 Q4	$2.34M	Buy	12,651 +8,887	+236%	+$1.7M	﹤0.01%	423
2024 Q3	$712K	Buy	+3,764	New	+$686K	﹤0.01%	427
2023 Q1	–	Sell	-2,083	Closed	-$317K	–	445
2022 Q4	$317K	Buy	+2,083	New	+$312K	﹤0.01%	421
2022 Q1	–	Sell	-4,155	Closed	-$698K	–	465
2021 Q4	$698K	Buy	+4,155	New	+$681K	﹤0.01%	450
2020 Q4	–	Sell	-5,611	Closed	-$658K	–	451
2020 Q3	$658K	Buy	+5,611	New	+$665K	﹤0.01%	429

Other funds holding IWD

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Capital International Investors's IWD Position: Q2 2026 in Review

Capital International Investors increased its iShares Russell 1000 Value ETF (IWD) stake by 5.2% in Q2 2026, buying an estimated $132K and bringing the position to 11,416 shares worth $2.77M. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Capital International Investors first reported a position in IWD in Q3 2020 and has held it in 11 quarters since. The position peaked at $4.42M in Q4 2025. 1,738 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Capital International Investors held 11,416 shares of iShares Russell 1000 Value ETF worth $2.77M as of Q2 2026.
Capital International Investors bought 567 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $132K.
iShares Russell 1000 Value ETF made up ﹤0.01% of Capital International Investors's portfolio in Q2 2026, its #422 holding.
Capital International Investors first reported a position in iShares Russell 1000 Value ETF in Q3 2020 and has held it in 11 quarters since.
Capital International Investors's iShares Russell 1000 Value ETF position peaked at $4.42M in Q4 2025.
1,738 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Capital International Investors's 13F filing for Q2 2026, filed 12 Aug 2026.