Mariner
IWD icon

Mariner’s iShares Russell 1000 Value ETF IWD Stock Holding History

Mariner’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 		$102M Sell
478,153
-53,343
-10% -$11.7M 0.12% 149
2025
Q4 		$112M Buy
531,496
+31,418
+6% +$6.49M 0.13% 139
2025
Q3 		$102M Sell
500,078
-2,760
-0.5% -$549K 0.13% 139
2025
Q2 		$97.7M Sell
502,838
-6,049
-1% -$1.12M 0.14% 135
2025
Q1 		$95.8M Buy
508,887
+16,549
+3% +$3.15M 0.16% 121
2024
Q4 		$91.1M Sell
492,338
-6,497
-1% -$1.25M 0.15% 121
2024
Q3 		$94.7M Sell
498,835
-9,385
-2% -$1.71M 0.17% 114
2024
Q2 		$88.7M Sell
508,220
-53,495
-10% -$9.35M 0.17% 110
2024
Q1 		$101M Buy
561,715
+8,296
+1% +$1.4M 0.21% 99
2023
Q4 		$91.5M Sell
553,419
-17,706
-3% -$2.73M 0.22% 96
2023
Q3 		$86.7M Sell
571,125
-41,231
-7% -$6.54M 0.23% 95
2023
Q2 		$96.6M Buy
612,356
+52,773
+9% +$8.07M 0.26% 87
2023
Q1 		$85.2M Sell
559,583
-5,092
-0.9% -$786K 0.25% 88
2022
Q4 		$85.6M Buy
564,675
+48,607
+9% +$7.28M 0.28% 84
2022
Q3 		$70.2M Sell
516,068
-8,736
-2% -$1.31M 0.28% 89
2022
Q2 		$76.1M Sell
524,804
-54,940
-9% -$8.59M 0.31% 78
2022
Q1 		$96.2M Buy
579,744
+54,143
+10% +$8.89M 0.36% 63
2021
Q4 		$88.3M Buy
525,601
+69,654
+15% +$11.4M 0.37% 69
2021
Q3 		$71.4M Buy
455,947
+78,647
+21% +$12.6M 0.37% 70
2021
Q2 		$59.8M Sell
377,300
-364
-0.1% -$57.6K 0.37% 74
2021
Q1 		$57.2M Sell
377,664
-16,757
-4% -$2.42M 0.4% 66
2020
Q4 		$53.9M Buy
394,421
+3,726
+1% +$478K 0.41% 62
2020
Q3 		$46.2M Sell
390,695
-48,216
-11% -$5.72M 0.43% 54
2020
Q2 		$49.4M Sell
438,911
-16,136
-4% -$1.77M 0.5% 47
2020
Q1 		$45.2M Sell
455,047
-163,141
-26% -$20.3M 0.57% 38
2019
Q4 		$84.4M Buy
618,188
+22,903
+4% +$3.02M 0.88% 19
2019
Q3 		$76.4M Buy
595,285
+71,162
+14% +$9.04M 0.91% 16
2019
Q2 		$66.7M Buy
524,123
+14,970
+3% +$1.87M 0.8% 20
2019
Q1 		$62.1M Buy
509,153
+14,519
+3% +$1.74M 0.89% 20
2018
Q4 		$54.9M Buy
494,634
+179,329
+57% +$21.5M 0.98% 20
2018
Q3 		$39.9M Buy
315,305
+13,686
+5% +$1.72M 1.03% 16
2018
Q2 		$36.6M Buy
301,619
+15,501
+5% +$1.88M 1.04% 16
2018
Q1 		$34.3M Buy
286,118
+19,906
+7% +$2.48M 1.23% 16
2017
Q4 		$33.1M Buy
266,212
+23,435
+10% +$2.84M 1.28% 15
2017
Q3 		$28.8M Buy
242,777
+33,191
+16% +$3.87M 1.3% 17
2017
Q2 		$24.4M Buy
209,586
+54,441
+35% +$6.27M 1.15% 18
2017
Q1 		$17.8M Buy
155,145
+15,975
+11% +$1.83M 0.78% 28
2016
Q4 		$15.6M Buy
139,170
+109,676
+372% +$11.9M 0.72% 29
2016
Q3 		$3.11M Sell
29,494
-38,072
-56% -$4.01M 0.15% 130
2016
Q2 		$6.97M Buy
67,566
+1,004
+2% +$101K 0.38% 53
2016
Q1 		$6.58M Buy
66,562
+6,850
+11% +$642K 0.39% 47
2015
Q4 		$5.84M Sell
59,712
-180,251
-75% -$17.9M 0.37% 53
2015
Q3 		$22.4M Buy
239,963
+164,816
+219% +$16.4M 0.99% 17
2015
Q2 		$7.75M Sell
75,147
-5,889
-7% -$618K 0.36% 81
2015
Q1 		$8.35M Sell
81,036
-10,262
-11% -$1.06M 0.71% 29
2014
Q4 		$9.53M Sell
91,298
-21,431
-19% -$2.19M 0.86% 22
2014
Q3 		$11.3M Sell
112,729
-264
-0.2% -$26.7K 1.27% 14
2014
Q2 		$11.4M Buy
112,993
+38,769
+52% +$3.8M 1.27% 17
2014
Q1 		$7.16M Buy
74,224
+19,829
+36% +$1.86M 0.92% 26
2013
Q4 		$5.12M Sell
54,395
-2,958
-5% -$268K 0.64% 38
2013
Q3 		$4.94M Buy
57,353
+212
+0.4% +$18.4K 0.91% 25
2013
Q2 		$4.79M Buy
+57,141
New +$4.76M 1.01% 23

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

Mariner's IWD Position: Q1 2026 in Review

Mariner reduced its iShares Russell 1000 Value ETF (IWD) stake by 10% in Q1 2026, selling an estimated $11.7M and leaving 478,153 shares worth $102M. The position accounts for 0.12% of the portfolio, ranked #149.

Mariner first reported a position in IWD in Q2 2013 and has held it in 52 quarters since. The position peaked at $112M in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Mariner held 478,153 shares of iShares Russell 1000 Value ETF worth $102M as of Q1 2026.
  • Mariner sold 53,343 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $11.7M.
  • iShares Russell 1000 Value ETF made up 0.12% of Mariner's portfolio in Q1 2026, its #149 holding.
  • Mariner first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Mariner's iShares Russell 1000 Value ETF position peaked at $112M in Q4 2025.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.