Citigroup
IWD icon

Citigroup’s iShares Russell 1000 Value ETF IWD Stock Holding History

Citigroup’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
2013
Q3 		– Sell
-98,700
Closed -$8.27M – 6885
2013
Q2 		$8.27M Buy
+98,700
New +$8.22M 0.01% 1213

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

Citigroup's IWD Position: Q1 2026 in Review

Citigroup reduced its iShares Russell 1000 Value ETF (IWD) stake by 12% in Q1 2026, selling an estimated $33.2M and leaving 1,098,501 shares worth $235M. The position accounts for 0.1% of the portfolio, ranked #187.

Citigroup first reported a position in IWD in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.88B in Q2 2019. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Citigroup held 1,098,501 shares of iShares Russell 1000 Value ETF worth $235M as of Q1 2026.
  • Citigroup sold 151,735 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $33.2M.
  • iShares Russell 1000 Value ETF made up 0.1% of Citigroup's portfolio in Q1 2026, its #187 holding.
  • Citigroup first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Citigroup's iShares Russell 1000 Value ETF position peaked at $2.88B in Q2 2019.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.