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

Capital World 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	$3.05M	Buy	12,556 +1,315	+12%	+$306K	﹤0.01%	602
2026 Q1	$2.35M	Sell	11,241 -11,079	-50%	-$2.43M	﹤0.01%	590
2025 Q4	$4.73M	Buy	22,320 +15,262	+216%	+$3.15M	﹤0.01%	522
2025 Q3	$1.43M	Buy	7,058 +227	+3%	+$45.2K	﹤0.01%	546
2025 Q2	$1.32M	Sell	6,831 -3,337	-33%	-$618K	﹤0.01%	546
2025 Q1	$1.89M	Sell	10,168 -4,816	-32%	-$917K	﹤0.01%	516
2024 Q4	$2.77M	Buy	14,984 +10,500	+234%	+$2.01M	﹤0.01%	503
2024 Q3	$849K	Buy	+4,484	New	+$817K	﹤0.01%	506
2023 Q1	–	Sell	-2,440	Closed	-$371K	–	533
2022 Q4	$371K	Buy	+2,440	New	+$365K	﹤0.01%	532
2022 Q1	–	Sell	-5,027	Closed	-$844K	–	600
2021 Q4	$844K	Buy	+5,027	New	+$824K	﹤0.01%	595
2020 Q4	–	Sell	-7,102	Closed	-$833K	–	576
2020 Q3	$833K	Buy	+7,102	New	+$842K	﹤0.01%	547

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 World Investors's IWD Position: Q2 2026 in Review

Capital World Investors increased its iShares Russell 1000 Value ETF (IWD) stake by 12% in Q2 2026, buying an estimated $306K and bringing the position to 12,556 shares worth $3.05M. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Capital World Investors first reported a position in IWD in Q3 2020 and has held it in 11 quarters since. The position peaked at $4.73M in Q4 2025. 1,738 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Capital World Investors held 12,556 shares of iShares Russell 1000 Value ETF worth $3.05M as of Q2 2026.
Capital World Investors bought 1,315 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $306K.
iShares Russell 1000 Value ETF made up ﹤0.01% of Capital World Investors's portfolio in Q2 2026, its #602 holding.
Capital World Investors first reported a position in iShares Russell 1000 Value ETF in Q3 2020 and has held it in 11 quarters since.
Capital World Investors's iShares Russell 1000 Value ETF position peaked at $4.73M in Q4 2025.
1,738 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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