Citadel Advisors
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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
Q1 		$10.9M Sell
51,200
-12,700
-20% -$2.78M ﹤0.01% 3125
2025
Q4 		$13.4M Buy
63,900
+18,300
+40% +$3.78M ﹤0.01% 2851
2025
Q3 		$9.28M Sell
45,600
-45,200
-50% -$8.99M ﹤0.01% 3386
2025
Q2 		$17.6M Buy
90,800
+18,400
+25% +$3.41M ﹤0.01% 2298
2025
Q1 		$13.6M Buy
72,400
+16,100
+29% +$3.07M ﹤0.01% 2483
2024
Q4 		$10.4M Buy
56,300
+28,900
+105% +$5.54M ﹤0.01% 2933
2024
Q3 		$5.2M Buy
27,400
+23,900
+683% +$4.35M ﹤0.01% 3879
2024
Q2 		$611K Sell
3,500
-101,800
-97% -$17.8M ﹤0.01% 7632
2024
Q1 		$18.9M Buy
105,300
+46,700
+80% +$7.9M ﹤0.01% 2130
2023
Q4 		$9.68M Sell
58,600
-132,700
-69% -$20.5M ﹤0.01% 2889
2023
Q3 		$29M Buy
191,300
+186,200
+3,651% +$29.5M 0.01% 1528
2023
Q2 		$805K Sell
5,100
-112,700
-96% -$17.2M ﹤0.01% 6916
2023
Q1 		$17.9M Buy
117,800
+70,900
+151% +$10.9M ﹤0.01% 2039
2022
Q4 		$7.11M Sell
46,900
-49,300
-51% -$7.38M ﹤0.01% 3298
2022
Q3 		$13.1M Buy
96,200
+13,500
+16% +$2.03M ﹤0.01% 2396
2022
Q2 		$12M Sell
82,700
-53,700
-39% -$8.4M ﹤0.01% 2449
2022
Q1 		$22.6M Buy
136,400
+77,600
+132% +$12.7M ﹤0.01% 1834
2021
Q4 		$9.87M Sell
58,800
-8,300
-12% -$1.36M ﹤0.01% 3096
2021
Q3 		$10.5M Buy
67,100
+10,200
+18% +$1.64M ﹤0.01% 2991
2021
Q2 		$9.03M Sell
56,900
-39,500
-41% -$6.25M ﹤0.01% 3240
2021
Q1 		$14.6M Buy
96,400
+47,000
+95% +$6.8M ﹤0.01% 2404
2020
Q4 		$6.75M Buy
49,400
+44,900
+998% +$5.76M ﹤0.01% 3181
2020
Q3 		$532K Buy
+4,500
New +$534K ﹤0.01% 7181

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Citadel Advisors's IWD Position: Q4 2025 in Review

Citadel Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 4,188 shares — an estimated $865K sold.

Citadel Advisors first reported a position in IWD in Q1 2015 and held it in 28 quarters. The position peaked at $39.4M in Q4 2024. 1,906 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

  • Citadel Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Citadel Advisors sold 4,188 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $865K.
  • Citadel Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2015 and held it in 28 quarters.
  • Citadel Advisors's iShares Russell 1000 Value ETF position peaked at $39.4M in Q4 2024.
  • 1,906 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.