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 		$3.27M Sell
15,300
-71,600
-82% -$15.7M ﹤0.01% 5097
2025
Q4 		$18.3M Buy
86,900
+83,400
+2,383% +$17.2M ﹤0.01% 2471
2025
Q3 		$713K Sell
3,500
-1,100
-24% -$219K ﹤0.01% 8295
2025
Q2 		$893K Sell
4,600
-8,800
-66% -$1.63M ﹤0.01% 7353
2025
Q1 		$2.52M Sell
13,400
-23,100
-63% -$4.4M ﹤0.01% 5092
2024
Q4 		$6.76M Sell
36,500
-10,200
-22% -$1.96M ﹤0.01% 3505
2024
Q3 		$8.86M Buy
46,700
+44,400
+1,930% +$8.09M ﹤0.01% 3113
2024
Q2 		$401K Sell
2,300
-13,000
-85% -$2.27M ﹤0.01% 8510
2024
Q1 		$2.74M Sell
15,300
-1,900
-11% -$321K ﹤0.01% 4940
2023
Q4 		$2.84M Buy
17,200
+13,400
+353% +$2.07M ﹤0.01% 4735
2023
Q3 		$577K Sell
3,800
-25,700
-87% -$4.08M ﹤0.01% 7744
2023
Q2 		$4.66M Buy
29,500
+19,400
+192% +$2.97M ﹤0.01% 3750
2023
Q1 		$1.54M Sell
10,100
-14,000
-58% -$2.16M ﹤0.01% 5867
2022
Q4 		$3.65M Buy
24,100
+2,600
+12% +$389K ﹤0.01% 4415
2022
Q3 		$2.92M Sell
21,500
-1,100
-5% -$165K ﹤0.01% 4855
2022
Q2 		$3.28M Sell
22,600
-26,700
-54% -$4.18M ﹤0.01% 4594
2022
Q1 		$8.18M Sell
49,300
-15,100
-23% -$2.48M ﹤0.01% 3285
2021
Q4 		$10.8M Sell
64,400
-58,100
-47% -$9.52M ﹤0.01% 2942
2021
Q3 		$19.2M Buy
122,500
+40,600
+50% +$6.51M ﹤0.01% 2059
2021
Q2 		$13M Buy
81,900
+10,500
+15% +$1.66M ﹤0.01% 2681
2021
Q1 		$10.8M Buy
71,400
+39,100
+121% +$5.66M ﹤0.01% 2856
2020
Q4 		$4.42M Sell
32,300
-16,800
-34% -$2.15M ﹤0.01% 3885
2020
Q3 		$5.8M Buy
+49,100
New +$5.82M ﹤0.01% 2940

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.