Massachusetts Financial Services
IWD icon

Massachusetts Financial Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Massachusetts Financial Services’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 		$31.4M Sell
129,437
-140,654
-52% -$32.8M 0.01% 582
2026
Q1 		$57.7M Buy
270,091
+79,298
+42% +$17.4M 0.02% 459
2025
Q4 		$40.1M Buy
190,793
+104,778
+122% +$21.6M 0.01% 518
2025
Q3 		$17.5M Sell
86,015
-64,611
-43% -$12.9M 0.01% 646
2025
Q2 		$29.3M Sell
150,626
-113,181
-43% -$21M 0.01% 559
2025
Q1 		$49.6M Sell
263,807
-220,579
-46% -$42M 0.02% 458
2024
Q4 		$89.7M Buy
484,386
+353,994
+271% +$67.9M 0.03% 397
2024
Q3 		$24.7M Buy
130,392
+14,966
+13% +$2.73M 0.01% 569
2024
Q2 		$20.1M Buy
115,426
+36,280
+46% +$6.34M 0.01% 579
2024
Q1 		$14.2M Sell
79,146
-291,799
-79% -$49.4M ﹤0.01% 605
2023
Q4 		$61.3M Buy
370,945
+210,203
+131% +$32.5M 0.02% 424
2023
Q3 		$24.4M Buy
160,742
+97,575
+154% +$15.5M 0.01% 540
2023
Q2 		$9.97M Sell
63,167
-97,402
-61% -$14.9M ﹤0.01% 607
2023
Q1 		$24.4M Sell
160,569
-29,490
-16% -$4.55M 0.01% 533
2022
Q4 		$28.8M Buy
190,059
+68,330
+56% +$10.2M 0.01% 515
2022
Q3 		$16.6M Sell
121,729
-199,799
-62% -$30M 0.01% 575
2022
Q2 		$46.6M Buy
321,528
+241,555
+302% +$37.8M 0.02% 459
2022
Q1 		$13.3M Sell
79,973
-47,220
-37% -$7.76M ﹤0.01% 616
2021
Q4 		$21.4M Buy
127,193
+84,408
+197% +$13.8M 0.01% 598
2021
Q3 		$6.7M Buy
42,785
+33,418
+357% +$5.36M ﹤0.01% 695
2021
Q2 		$1.49M Sell
9,367
-5,606
-37% -$887K ﹤0.01% 807
2021
Q1 		$2.27M Sell
14,973
-39,488
-73% -$5.71M ﹤0.01% 755
2020
Q4 		$7.45M Sell
54,461
-75,524
-58% -$9.69M ﹤0.01% 657
2020
Q3 		$15.4M Buy
129,985
+117,016
+902% +$13.9M 0.01% 593
2020
Q2 		$1.46M Sell
12,969
-226,240
-95% -$24.9M ﹤0.01% 711
2020
Q1 		$23.7M Buy
239,209
+197,326
+471% +$24.6M 0.01% 482
2019
Q4 		$5.72M Buy
41,883
+32,519
+347% +$4.29M ﹤0.01% 635
2019
Q3 		$1.2M Sell
9,364
-63,194
-87% -$8.03M ﹤0.01% 765
2019
Q2 		$9.23M Buy
+72,558
New +$9.08M ﹤0.01% 632
2019
Q1 		– Sell
-942,352
Closed -$105M – 854
2018
Q4 		$105M Buy
942,352
+915,957
+3,470% +$110M 0.05% 260
2018
Q3 		$3.34M Buy
26,395
+20,465
+345% +$2.57M ﹤0.01% 690
2018
Q2 		$720K Buy
+5,930
New +$721K ﹤0.01% 796
2018
Q1 		– Sell
-146,129
Closed -$18.2M – 858
2017
Q4 		$18.2M Buy
146,129
+139,298
+2,039% +$16.9M 0.01% 519
2017
Q3 		$810K Buy
+6,831
New +$796K ﹤0.01% 773
2017
Q1 		– Sell
-156,653
Closed -$17.6M – 863
2016
Q4 		$17.6M Buy
156,653
+153,496
+4,862% +$16.6M 0.01% 516
2016
Q3 		$333K Sell
3,157
-1,680
-35% -$177K ﹤0.01% 831
2016
Q2 		$499K Buy
+4,837
New +$488K ﹤0.01% 795
2016
Q1 		– Sell
-414,945
Closed -$40.6M – 852
2015
Q4 		$40.6M Buy
414,945
+249,907
+151% +$24.8M 0.02% 373
2015
Q3 		$15.4M Buy
+165,038
New +$16.4M 0.01% 537
2015
Q1 		– Sell
-45,401
Closed -$4.74M – 893
2014
Q4 		$4.74M Buy
+45,401
New +$4.63M ﹤0.01% 680
2014
Q1 		– Sell
-24,174
Closed -$2.28M – 883
2013
Q4 		$2.28M Buy
+24,174
New +$2.19M ﹤0.01% 674

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Massachusetts Financial Services's IWD Position: Q2 2026 in Review

Massachusetts Financial Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 52% in Q2 2026, selling an estimated $32.8M and leaving 129,437 shares worth $31.4M. The position accounts for 0.01% of the portfolio, ranked #582.

Massachusetts Financial Services first reported a position in IWD in Q4 2013 and has held it in 41 quarters since. The position peaked at $105M in Q4 2018. 1,361 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Massachusetts Financial Services held 129,437 shares of iShares Russell 1000 Value ETF worth $31.4M as of Q2 2026.
  • Massachusetts Financial Services sold 140,654 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $32.8M.
  • iShares Russell 1000 Value ETF made up 0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #582 holding.
  • Massachusetts Financial Services first reported a position in iShares Russell 1000 Value ETF in Q4 2013 and has held it in 41 quarters since.
  • Massachusetts Financial Services's iShares Russell 1000 Value ETF position peaked at $105M in Q4 2018.
  • 1,361 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.