D.E. Shaw & Co
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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
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

D.E. Shaw & Co's IWD Position: Q1 2025 in Review

D.E. Shaw & Co sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2025, closing a stake of 8,503 shares — an estimated $1.57M sold.

D.E. Shaw & Co first reported a position in IWD in Q4 2023 and held it in 3 quarters. The position peaked at $7.35M in Q2 2024. 1,714 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

  • D.E. Shaw & Co reported no remaining iShares Russell 1000 Value ETF position as of Q1 2025 after selling out during the quarter.
  • D.E. Shaw & Co sold 8,503 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $1.57M.
  • D.E. Shaw & Co first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and held it in 3 quarters.
  • D.E. Shaw & Co's iShares Russell 1000 Value ETF position peaked at $7.35M in Q2 2024.
  • 1,714 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

Based on D.E. Shaw & Co's 13F filing for Q1 2025, filed 15 May 2025.