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City of London Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

City of London Investment Management’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
2025
Q4 		– Sell
-2,400
Closed -$489K – 96
2025
Q3 		$489K Buy
+2,400
New +$477K 0.04% 78

Other funds holding IWD

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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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

City of London Investment Management's IWD Position: Q4 2025 in Review

City of London Investment Management sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 2,400 shares — an estimated $489K sold.

City of London Investment Management first reported a position in IWD in Q3 2025 and held it in 1 quarter. The position peaked at $489K in Q3 2025. 1,909 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

  • City of London Investment Management reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • City of London Investment Management sold 2,400 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $489K.
  • City of London Investment Management first reported a position in iShares Russell 1000 Value ETF in Q3 2025 and held it in 1 quarter.
  • City of London Investment Management's iShares Russell 1000 Value ETF position peaked at $489K in Q3 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on City of London Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.