HSBC Holdings
IWD icon

HSBC Holdings’s iShares Russell 1000 Value ETF IWD Stock Holding History

HSBC Holdings’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
2015
Q3 		– Sell
-104,607
Closed -$10.8M – 2052
2015
Q2 		$10.8M Buy
+104,607
New +$11M 0.02% 606

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

HSBC Holdings's IWD Position: Q1 2026 in Review

HSBC Holdings increased its iShares Russell 1000 Value ETF (IWD) stake by 7% in Q1 2026, buying an estimated $2.18M and bringing the position to 151,812 shares worth $32.4M. The position accounts for 0.02% of the portfolio, ranked #625.

HSBC Holdings first reported a position in IWD in Q2 2013 and has held it in 52 quarters since. The position peaked at $84.7M in Q2 2019. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • HSBC Holdings held 151,812 shares of iShares Russell 1000 Value ETF worth $32.4M as of Q1 2026.
  • HSBC Holdings bought 9,939 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $2.18M.
  • iShares Russell 1000 Value ETF made up 0.02% of HSBC Holdings's portfolio in Q1 2026, its #625 holding.
  • HSBC Holdings first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • HSBC Holdings's iShares Russell 1000 Value ETF position peaked at $84.7M in Q2 2019.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.