First Trust Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

First Trust Advisors’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	$1.25M	Buy	5,148 +4,020	+356%	+$936K	﹤0.01%	2161
2026 Q1	$241K	Sell	1,128 -461	-29%	-$101K	﹤0.01%	2508
2025 Q4	$334K	Buy	1,589 +1	+0.1%	+$207	﹤0.01%	2429
2025 Q3	$323K	Hold	1,588	–	–	﹤0.01%	2392
2025 Q2	$308K	Sell	1,588 -786	-33%	-$146K	﹤0.01%	2414
2025 Q1	$447K	Buy	2,374 +1,008	+74%	+$192K	﹤0.01%	2267
2024 Q4	$253K	Sell	1,366 -18,792	-93%	-$3.6M	﹤0.01%	2420
2024 Q3	$3.83M	Buy	+20,158	New	+$3.67M	﹤0.01%	1465
2022 Q4	–	Sell	-32,485	Closed	-$4.42M	–	2493
2022 Q3	$4.42M	Sell	32,485 -534	-2%	-$80.2K	0.01%	1250
2022 Q2	$4.79M	Buy	33,019 +17,781	+117%	+$2.78M	0.01%	1249
2022 Q1	$2.53M	Buy	+15,238	New	+$2.5M	﹤0.01%	1685
2021 Q3	–	Sell	-11,395	Closed	-$1.81M	–	2575
2021 Q2	$1.81M	Buy	+11,395	New	+$1.8M	﹤0.01%	1845

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

First Trust Advisors's IWD Position: Q2 2026 in Review

First Trust Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 356% in Q2 2026, buying an estimated $936K and bringing the position to 5,148 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

First Trust Advisors first reported a position in IWD in Q2 2021 and has held it in 12 quarters since. The position peaked at $4.79M in Q2 2022. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

First Trust Advisors held 5,148 shares of iShares Russell 1000 Value ETF worth $1.25M as of Q2 2026.
First Trust Advisors bought 4,020 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $936K.
iShares Russell 1000 Value ETF made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2161 holding.
First Trust Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 12 quarters since.
First Trust Advisors's iShares Russell 1000 Value ETF position peaked at $4.79M in Q2 2022.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.