NIG
IWD icon

NFJ Investment Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

NFJ Investment 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
Q1 		$109K Sell
511
-40,594
-99% -$8.89M ﹤0.01% 192
2025
Q4 		$8.65M Buy
41,105
+38,828
+1,705% +$8.02M 0.31% 80
2025
Q3 		$464K Sell
2,277
-896
-28% -$178K 0.02% 216
2025
Q2 		$616K Sell
3,173
-4,371
-58% -$810K 0.02% 246
2025
Q1 		$1.42M Sell
7,544
-33,841
-82% -$6.44M 0.05% 228
2024
Q4 		$7.66M Buy
41,385
+39,485
+2,078% +$7.57M 0.25% 109
2024
Q3 		$361K Sell
1,900
-1,656
-47% -$302K 0.01% 259
2024
Q2 		$620K Buy
3,556
+2,723
+327% +$476K 0.02% 228
2024
Q1 		$149K Sell
833
-60,490
-99% -$10.2M ﹤0.01% 224
2023
Q4 		$10.1M Buy
61,323
+41,348
+207% +$6.39M 0.28% 98
2023
Q3 		$3.03M Buy
19,975
+14,862
+291% +$2.36M 0.09% 167
2023
Q2 		$807K Buy
5,113
+4,837
+1,753% +$739K 0.02% 216
2023
Q1 		$42K Sell
276
-128,981
-100% -$19.9M ﹤0.01% 255
2022
Q4 		$19.6M Buy
129,257
+104,599
+424% +$15.7M 0.51% 68
2022
Q3 		$4.29M Sell
24,658
-30,164
-55% -$4.53M 0.11% 199
2022
Q2 		$7.95M Buy
54,822
+44,634
+438% +$6.98M 0.19% 149
2022
Q1 		$1.69M Sell
10,188
-42,503
-81% -$6.98M 0.03% 297
2021
Q4 		$8.85M Buy
52,691
+46,578
+762% +$7.63M 0.16% 171
2021
Q3 		$957K Buy
+6,113
New +$980K 0.02% 347

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

NFJ Investment Group's IWD Position: Q1 2026 in Review

NFJ Investment Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 99% in Q1 2026, selling an estimated $8.89M and leaving 511 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

NFJ Investment Group first reported a position in IWD in Q3 2021 and has held it in 19 quarters since. The position peaked at $19.6M in Q4 2022. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • NFJ Investment Group held 511 shares of iShares Russell 1000 Value ETF worth $109K as of Q1 2026.
  • NFJ Investment Group sold 40,594 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $8.89M.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of NFJ Investment Group's portfolio in Q1 2026, its #192 holding.
  • NFJ Investment Group first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and has held it in 19 quarters since.
  • NFJ Investment Group's iShares Russell 1000 Value ETF position peaked at $19.6M in Q4 2022.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on NFJ Investment Group's 13F filing for Q1 2026, filed 13 May 2026.