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Israel Englander’s iShares Russell 1000 Value ETF IWD Stock Holding History

Israel Englander’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
2022
Q3 		– Sell
-185,000
Closed -$26.8M – 7279
2022
Q2 		$26.8M Buy
+185,000
New +$28.9M 0.02% 1052

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Israel Englander's IWD Position: Q2 2026 in Review

Israel Englander increased its iShares Russell 1000 Value ETF (IWD) stake by 159% in Q2 2026, buying an estimated $4.48M and bringing the position to 31,331 shares worth $7.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2579.

Israel Englander first reported a position in IWD in Q2 2013 and has held it in 38 quarters since. The position peaked at $51M in Q2 2022. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Israel Englander held 31,331 shares of iShares Russell 1000 Value ETF worth $7.6M as of Q2 2026.
  • Israel Englander bought 19,249 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $4.48M.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Israel Englander's portfolio in Q2 2026, its #2579 holding.
  • Israel Englander first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 38 quarters since.
  • Israel Englander's iShares Russell 1000 Value ETF position peaked at $51M in Q2 2022.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.