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David Shaw’s iShares Russell 1000 Value ETF IWD Stock Holding History

David Shaw’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
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

David Shaw's IWD Position: Q2 2026 in Review

David Shaw 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: David Shaw previously reported a position in IWD as recently as Q4 2024.

David Shaw first reported a position in IWD in Q4 2023 and has held it in 4 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • David Shaw 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 David Shaw position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.01% of David Shaw's portfolio in Q2 2026, its #1657 holding.
  • David Shaw first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,973 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.