D.E. Shaw & Co’s iShares Russell 1000 Value ETF IWD Stock Holding History

D.E. Shaw & Co’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	$12.3M	Buy	+50,576	New	+$11.8M	0.01%	1657
2025 Q1	–	Sell	-8,503	Closed	-$1.57M	–	4484
2024 Q4	$1.57M	Buy	+8,503	New	+$1.63M	﹤0.01%	2903
2024 Q3	–	Sell	-42,110	Closed	-$7.35M	–	4704
2024 Q2	$7.35M	Buy	+42,110	New	+$7.36M	0.01%	1557
2024 Q1	–	Sell	-7,137	Closed	-$1.18M	–	4531
2023 Q4	$1.18M	Buy	+7,137	New	+$1.1M	﹤0.01%	3030

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

D.E. Shaw & Co's IWD Position: Q2 2026 in Review

D.E. Shaw & Co opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 50,576 shares worth $12.3M. The stake represents 0.01% of the portfolio and ranks #1657 among its holdings. This is a return to the name: D.E. Shaw & Co previously reported a position in IWD as recently as Q4 2024.

D.E. Shaw & Co first reported a position in IWD in Q4 2023 and has held it in 4 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

D.E. Shaw & Co held 50,576 shares of iShares Russell 1000 Value ETF worth $12.3M as of Q2 2026.
iShares Russell 1000 Value ETF was a new D.E. Shaw & Co position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.01% of D.E. Shaw & Co's portfolio in Q2 2026, its #1657 holding.
D.E. Shaw & Co first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 4 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.