Harris Associates
IWD icon

Harris Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

Harris Associates’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
-59,610
Closed -$11M – 163
2024
Q4 		$11M Buy
+59,610
New +$11.4M 0.01% 106
2022
Q1 		– Sell
-6,120
Closed -$1.03M – 144
2021
Q4 		$1.03M Buy
+6,120
New +$1M ﹤0.01% 133

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Harris Associates's IWD Position: Q1 2025 in Review

Harris Associates sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2025, closing a stake of 59,610 shares — an estimated $11M sold.

Harris Associates first reported a position in IWD in Q4 2021 and held it in 2 quarters. The position peaked at $11M in Q4 2024. 1,721 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

  • Harris Associates reported no remaining iShares Russell 1000 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Harris Associates sold 59,610 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $11M.
  • Harris Associates first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 2 quarters.
  • Harris Associates's iShares Russell 1000 Value ETF position peaked at $11M in Q4 2024.
  • 1,721 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

Based on Harris Associates's 13F filing for Q1 2025, filed 15 May 2025.