Citadel Advisors
IWD icon

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

Citadel 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 		$16.4M Buy
+67,594
New +$15.7M ﹤0.01% 2849
2025
Q4 		– Sell
-4,188
Closed -$865K – 13373
2025
Q3 		$853K Buy
+4,188
New +$833K ﹤0.01% 7887
2025
Q2 		– Sell
-5,708
Closed -$1.06M – 13801
2025
Q1 		$1.07M Sell
5,708
-206,996
-97% -$39.4M ﹤0.01% 6805
2024
Q4 		$39.4M Buy
212,704
+162,650
+325% +$31.2M 0.01% 1495
2024
Q3 		$9.5M Buy
50,054
+26,445
+112% +$4.82M ﹤0.01% 2976
2024
Q2 		$4.12M Sell
23,609
-12,989
-35% -$2.27M ﹤0.01% 4057
2024
Q1 		$6.56M Sell
36,598
-56,100
-61% -$9.49M ﹤0.01% 3544
2023
Q4 		$15.3M Buy
92,698
+60,051
+184% +$9.27M ﹤0.01% 2310
2023
Q3 		$4.96M Sell
32,647
-156,014
-83% -$24.7M ﹤0.01% 3656
2023
Q2 		$29.8M Buy
188,661
+96,522
+105% +$14.8M 0.01% 1483
2023
Q1 		$14M Sell
92,139
-6,928
-7% -$1.07M ﹤0.01% 2357
2022
Q4 		$15M Buy
99,067
+4,975
+5% +$745K ﹤0.01% 2286
2022
Q3 		$12.8M Buy
+94,092
New +$14.1M ﹤0.01% 2411
2022
Q1 		– Sell
-145,468
Closed -$23.9M – 14090
2021
Q4 		$24.4M Buy
145,468
+134,925
+1,280% +$22.1M 0.01% 1807
2021
Q3 		$1.65M Sell
10,543
-38,281
-78% -$6.14M ﹤0.01% 6850
2021
Q2 		$7.74M Buy
48,824
+39,209
+408% +$6.21M ﹤0.01% 3554
2021
Q1 		$1.46M Sell
9,615
-2,656
-22% -$384K ﹤0.01% 7177
2020
Q4 		$1.68M Sell
12,271
-60,017
-83% -$7.7M ﹤0.01% 5738
2020
Q3 		$8.54M Buy
+72,288
New +$8.57M ﹤0.01% 2474
2020
Q1 		– Sell
-39,584
Closed -$5.4M – 9876
2019
Q4 		$5.4M Buy
39,584
+2,850
+8% +$376K ﹤0.01% 2984
2019
Q3 		$4.71M Buy
+36,734
New +$4.67M ﹤0.01% 3192
2019
Q1 		– Sell
-32,492
Closed -$3.61M – 9579
2018
Q4 		$3.61M Sell
32,492
-17,888
-36% -$2.14M ﹤0.01% 3267
2018
Q3 		$6.38M Buy
50,380
+24,719
+96% +$3.1M ﹤0.01% 2668
2018
Q2 		$3.12M Buy
+25,661
New +$3.12M ﹤0.01% 3417
2018
Q1 		– Sell
-175,229
Closed -$21.8M – 8525
2017
Q4 		$21.8M Buy
+175,229
New +$21.2M 0.01% 1111
2017
Q3 		– Sell
-13,981
Closed -$1.63M – 7767
2017
Q2 		$1.63M Buy
+13,981
New +$1.61M ﹤0.01% 3436
2016
Q4 		– Sell
-70,562
Closed -$7.45M – 7552
2016
Q3 		$7.45M Sell
70,562
-78,495
-53% -$8.28M 0.01% 1620
2016
Q2 		$15.4M Buy
+149,057
New +$15.1M 0.02% 942
2015
Q2 		– Sell
-40,642
Closed -$4.19M – 8897
2015
Q1 		$4.19M Buy
+40,642
New +$4.21M ﹤0.01% 2220

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

Citadel Advisors's IWD Position: Q2 2026 in Review

Citadel Advisors opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 67,594 shares worth $16.4M. The stake represents ﹤0.01% of the portfolio and ranks #2849 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in IWD as recently as Q3 2025.

Citadel Advisors first reported a position in IWD in Q1 2015 and has held it in 29 quarters since. The position peaked at $39.4M in Q4 2024. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Citadel Advisors held 67,594 shares of iShares Russell 1000 Value ETF worth $16.4M as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new Citadel Advisors position in Q2 2026.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #2849 holding.
  • Citadel Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2015 and has held it in 29 quarters since.
  • Citadel Advisors's iShares Russell 1000 Value ETF position peaked at $39.4M in Q4 2024.
  • 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.