Paul Singer
IWD icon

Paul Singer’s iShares Russell 1000 Value ETF IWD Stock Holding History

Paul Singer’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 		– Sell
-1,000,000
Closed -$214M – 36
2026
Q1 		$214M Sell
1,000,000
-1,800,000
-64% -$394M 1.06% 17
2025
Q4 		$589M Sell
2,800,000
-2,200,000
-44% -$454M 2.61% 12
2025
Q3 		$1.02B Hold
5,000,000
– – 4.48% 8
2025
Q2 		$971M Sell
5,000,000
-500,000
-9% -$92.6M 5.36% 8
2025
Q1 		$1.03B Buy
+5,500,000
New +$1.05B 6.83% 6

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 22.9% 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