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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
Q2 		$358K Buy
1,475
+964
+189% +$225K 0.01% 180
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 $1.55T 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

NFJ Investment Group's IWD Position: Q2 2026 in Review

NFJ Investment Group increased its iShares Russell 1000 Value ETF (IWD) stake by 189% in Q2 2026, buying an estimated $225K and bringing the position to 1,475 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #180.

NFJ Investment Group first reported a position in IWD in Q3 2021 and has held it in 20 quarters since. The position peaked at $19.6M in Q4 2022. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • NFJ Investment Group held 1,475 shares of iShares Russell 1000 Value ETF worth $358K as of Q2 2026.
  • NFJ Investment Group bought 964 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $225K.
  • iShares Russell 1000 Value ETF made up 0.01% of NFJ Investment Group's portfolio in Q2 2026, its #180 holding.
  • NFJ Investment Group first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and has held it in 20 quarters since.
  • NFJ Investment Group's iShares Russell 1000 Value ETF position peaked at $19.6M in Q4 2022.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on NFJ Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.