Federated Hermes
IWD icon

Federated Hermes’s iShares Russell 1000 Value ETF IWD Stock Holding History

Federated Hermes’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
Q1 		– Sell
-332
Closed -$69.8K – 2114
2025
Q4 		$69.8K Buy
332
+132
+66% +$27.3K ﹤0.01% 1616
2025
Q3 		$40.7K Buy
+200
New +$39.8K ﹤0.01% 1702
2025
Q1 		– Sell
-624
Closed -$116K – 2123
2024
Q4 		$116K Buy
+624
New +$120K ﹤0.01% 1560
2024
Q1 		– Sell
-255
Closed -$42.1K – 2083
2023
Q4 		$42.1K Buy
+255
New +$39.4K ﹤0.01% 1668
2023
Q1 		– Sell
-6,011
Closed -$912K – 2190
2022
Q4 		$912K Buy
+6,011
New +$900K ﹤0.01% 1163
2022
Q1 		– Sell
-222
Closed -$37K – 2251
2021
Q4 		$37K Buy
+222
New +$36.4K ﹤0.01% 1820
2020
Q2 		– Sell
-3,519
Closed -$349K – 2303
2020
Q1 		$349K Buy
+3,519
New +$439K ﹤0.01% 1476
2019
Q3 		– Sell
-6,307
Closed -$802K – 2252
2019
Q2 		$802K Buy
+6,307
New +$789K ﹤0.01% 1347
2019
Q1 		– Sell
-17,406
Closed -$1.93M – 2189
2018
Q4 		$1.93M Buy
+17,406
New +$2.09M 0.01% 1046
2018
Q1 		– Sell
-9,459
Closed -$1.18M – 2195
2017
Q4 		$1.18M Sell
9,459
-105,741
-92% -$12.8M ﹤0.01% 1161
2017
Q3 		$13.7M Buy
+115,200
New +$13.4M 0.04% 341
2017
Q1 		– Sell
-312,170
Closed -$35M – 2156
2016
Q4 		$35M Buy
312,170
+25,270
+9% +$2.73M 0.1% 162
2016
Q3 		$30.3M Sell
286,900
-13,900
-5% -$1.47M 0.09% 187
2016
Q2 		$31.1M Buy
300,800
+138,000
+85% +$13.9M 0.09% 173
2016
Q1 		$16.1M Buy
162,800
+161,121
+9,596% +$15.1M 0.05% 308
2015
Q4 		$164K Sell
1,679
-4,521
-73% -$449K ﹤0.01% 1509
2015
Q3 		$578K Buy
+6,200
New +$615K ﹤0.01% 1243
2015
Q1 		– Sell
-1,658
Closed -$173K – 2034
2014
Q4 		$173K Buy
+1,658
New +$169K ﹤0.01% 1515

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

Federated Hermes's IWD Position: Q1 2026 in Review

Federated Hermes sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 332 shares — an estimated $69.8K sold.

Federated Hermes first reported a position in IWD in Q4 2014 and held it in 18 quarters. The position peaked at $35M in Q4 2016. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Federated Hermes reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Federated Hermes sold 332 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $69.8K.
  • Federated Hermes first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and held it in 18 quarters.
  • Federated Hermes's iShares Russell 1000 Value ETF position peaked at $35M in Q4 2016.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Federated Hermes's 13F filing for Q1 2026, filed 11 May 2026.