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 		$3.98M Buy
16,400
+1,100
+7% +$256K ﹤0.01% 5133
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 $1.55T 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.