HF
IWD icon

HRT Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

HRT Financial’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
-4,462
Closed -$938K – 4254
2025
Q4 		$938K Sell
4,462
-23,648
-84% -$4.88M ﹤0.01% 1758
2025
Q3 		$5.72M Buy
28,110
+21,703
+339% +$4.32M 0.02% 628
2025
Q2 		$1.24M Buy
+6,407
New +$1.19M 0.01% 1158
2023
Q4 		– Sell
-40,071
Closed -$6.08M – 2699
2023
Q3 		$6.08M Buy
40,071
+37,273
+1,332% +$5.91M 0.06% 235
2023
Q2 		$441K Sell
2,798
-123,653
-98% -$18.9M ﹤0.01% 1428
2023
Q1 		$19.3M Buy
126,451
+118,900
+1,575% +$18.4M 0.23% 68
2022
Q4 		$1.15M Sell
7,551
-83,968
-92% -$12.6M 0.02% 873
2022
Q3 		$12.4M Buy
+91,519
New +$13.8M 0.13% 111
2022
Q2 		– Sell
-5,491
Closed -$911K – 3298
2022
Q1 		$911K Buy
5,491
+2,630
+92% +$432K 0.01% 1136
2021
Q4 		$480K Sell
2,861
-1,156
-29% -$189K ﹤0.01% 1926
2021
Q3 		$628K Sell
4,017
-10,735
-73% -$1.72M ﹤0.01% 1786
2021
Q2 		$2.34M Sell
14,752
-1,977
-12% -$313K 0.02% 551
2021
Q1 		$2.54M Buy
+16,729
New +$2.42M 0.03% 499
2019
Q4 		– Sell
-17,561
Closed -$2.25M – 1394
2019
Q3 		$2.25M Sell
17,561
-89,836
-84% -$11.4M 0.11% 150
2019
Q2 		$13.7M Buy
+107,397
New +$13.4M 0.86% 19
2016
Q4 		– Sell
-1,968
Closed -$207K – 97
2016
Q3 		$207K Sell
1,968
-32
-2% -$3.37K 0.18% 80
2016
Q2 		$206K Buy
+2,000
New +$202K 0.13% 103

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

HRT Financial's IWD Position: Q1 2026 in Review

HRT Financial sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 4,462 shares — an estimated $938K sold.

HRT Financial first reported a position in IWD in Q2 2016 and held it in 17 quarters. The position peaked at $19.3M in Q1 2023. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • HRT Financial reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 4,462 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $938K.
  • HRT Financial first reported a position in iShares Russell 1000 Value ETF in Q2 2016 and held it in 17 quarters.
  • HRT Financial's iShares Russell 1000 Value ETF position peaked at $19.3M in Q1 2023.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.