Dodge & Cox’s iShares Russell 1000 Value ETF IWD Stock Holding History

Dodge & Cox’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 Q2	–	Sell	-17,100	Closed	-$3.22M	–	221
2025 Q1	$3.22M	Hold	17,100	–	–	﹤0.01%	139
2024 Q4	$3.17M	Buy	+17,100	New	+$3.28M	﹤0.01%	140
2023 Q3	–	Sell	-16,000	Closed	-$2.53M	–	193
2023 Q2	$2.53M	Buy	16,000 +11,000	+220%	+$1.68M	﹤0.01%	133
2023 Q1	$761K	Buy	+5,000	New	+$772K	﹤0.01%	168
2022 Q2	–	Sell	-50,300	Closed	-$8.35M	–	216
2022 Q1	$8.35M	Buy	50,300 +48,300	+2,415%	+$7.93M	0.01%	112
2021 Q4	$336K	Hold	2,000	–	–	﹤0.01%	180
2021 Q3	$313K	Sell	2,000 -24,000	-92%	-$3.85M	﹤0.01%	179
2021 Q2	$4.12M	Sell	26,000 -59,500	-70%	-$9.42M	﹤0.01%	115
2021 Q1	$13M	Buy	+85,500	New	+$12.4M	0.01%	99

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dodge & Cox's IWD Position: Q2 2025 in Review

Dodge & Cox sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2025, closing a stake of 17,100 shares — an estimated $3.22M sold.

Dodge & Cox first reported a position in IWD in Q1 2021 and held it in 9 quarters. The position peaked at $13M in Q1 2021. 1,737 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

Dodge & Cox reported no remaining iShares Russell 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
Dodge & Cox sold 17,100 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $3.22M.
Dodge & Cox first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and held it in 9 quarters.
Dodge & Cox's iShares Russell 1000 Value ETF position peaked at $13M in Q1 2021.
1,737 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Dodge & Cox's 13F filing for Q2 2025, filed 13 Aug 2025.