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
Q2 		$12.9M Buy
53,300
+2,100
+4% +$489K ﹤0.01% 3184
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 $1.55T 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.