Lord, Abbett & Co’s iShares Russell 1000 Value ETF IWD Stock Holding History

Lord, Abbett & Co’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	-7,919	Closed	-$1.67M	–	594
2025 Q4	$1.67M	Buy	+7,919	New	+$1.64M	0.01%	523
2025 Q1	–	Sell	-11,868	Closed	-$2.2M	–	561
2024 Q4	$2.2M	Buy	+11,868	New	+$2.28M	0.01%	493
2024 Q1	–	Sell	-10,644	Closed	-$1.76M	–	568
2023 Q4	$1.76M	Buy	+10,644	New	+$1.64M	0.01%	501
2023 Q1	–	Sell	-11,175	Closed	-$1.7M	–	598
2022 Q4	$1.7M	Buy	+11,175	New	+$1.67M	0.01%	548
2020 Q2	–	Sell	-10,396	Closed	-$1.03M	–	668
2020 Q1	$1.03M	Sell	10,396 -2,492	-19%	-$311K	﹤0.01%	610
2019 Q4	$1.76M	Buy	+12,888	New	+$1.7M	0.01%	629
2019 Q1	–	Sell	-49,471	Closed	-$5.49M	–	745
2018 Q4	$5.49M	Buy	+49,471	New	+$5.93M	0.02%	636
2018 Q1	–	Sell	-11,727	Closed	-$1.46M	–	860
2017 Q4	$1.46M	Buy	+11,727	New	+$1.42M	﹤0.01%	844
2016 Q1	–	Sell	-112,855	Closed	-$11M	–	904
2015 Q4	$11M	Buy	112,855 +94,060	+500%	+$9.34M	0.03%	575
2015 Q3	$1.75M	Buy	+18,795	New	+$1.87M	0.01%	857
2015 Q1	–	Sell	-54,045	Closed	-$5.64M	–	926
2014 Q4	$5.64M	Buy	+54,045	New	+$5.51M	0.01%	705

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lord, Abbett & Co's IWD Position: Q1 2026 in Review

Lord, Abbett & Co sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 7,919 shares — an estimated $1.67M sold.

Lord, Abbett & Co first reported a position in IWD in Q4 2014 and held it in 11 quarters. The position peaked at $11M in Q4 2015. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Lord, Abbett & Co reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
Lord, Abbett & Co sold 7,919 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $1.67M.
Lord, Abbett & Co first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and held it in 11 quarters.
Lord, Abbett & Co's iShares Russell 1000 Value ETF position peaked at $11M in Q4 2015.
1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Lord, Abbett & Co's 13F filing for Q1 2026, filed 14 May 2026.