Legal & General Group
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Legal & General Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Legal & General Group’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 		$4.79M Buy
19,753
+9,196
+87% +$2.14M ﹤0.01% 1604
2026
Q1 		$2.22M Sell
10,557
-9,564
-48% -$2.09M ﹤0.01% 1872
2025
Q4 		$4.25M Sell
20,121
-5,695
-22% -$1.18M ﹤0.01% 1646
2025
Q3 		$5.25M Sell
25,816
-14,939
-37% -$2.97M ﹤0.01% 1552
2025
Q2 		$7.92M Buy
40,755
+2,629
+7% +$487K ﹤0.01% 1322
2025
Q1 		$7.15M Buy
38,126
+13,285
+53% +$2.53M ﹤0.01% 1328
2024
Q4 		$4.6M Buy
24,841
+786
+3% +$151K ﹤0.01% 1613
2024
Q3 		$4.57M Sell
24,055
-6,294
-21% -$1.15M ﹤0.01% 1616
2024
Q2 		$5.3M Buy
30,349
+14,596
+93% +$2.55M ﹤0.01% 1497
2024
Q1 		$2.82M Sell
15,753
-18,465
-54% -$3.12M ﹤0.01% 1781
2023
Q4 		$5.65M Buy
34,218
+24,638
+257% +$3.8M ﹤0.01% 1444
2023
Q3 		$1.45M Sell
9,580
-16,200
-63% -$2.57M ﹤0.01% 2038
2023
Q2 		$4.03M Buy
25,780
+14,685
+132% +$2.24M ﹤0.01% 1584
2023
Q1 		$1.69M Sell
11,095
-10,050
-48% -$1.55M ﹤0.01% 1954
2022
Q4 		$3.21M Sell
21,145
-24,940
-54% -$3.73M ﹤0.01% 1645
2022
Q3 		$6.26M Buy
+46,085
New +$6.93M ﹤0.01% 1265

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

Legal & General Group's IWD Position: Q2 2026 in Review

Legal & General Group increased its iShares Russell 1000 Value ETF (IWD) stake by 87% in Q2 2026, buying an estimated $2.14M and bringing the position to 19,753 shares worth $4.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

Legal & General Group first reported a position in IWD in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.92M in Q2 2025. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Legal & General Group held 19,753 shares of iShares Russell 1000 Value ETF worth $4.79M as of Q2 2026.
  • Legal & General Group bought 9,196 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.14M.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Legal & General Group's portfolio in Q2 2026, its #1604 holding.
  • Legal & General Group first reported a position in iShares Russell 1000 Value ETF in Q3 2022 and has held it in 16 quarters since.
  • Legal & General Group's iShares Russell 1000 Value ETF position peaked at $7.92M in Q2 2025.
  • 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.