Quantbot Technologies’s iShares Russell 1000 Value ETF IWD Stock Holding History

Quantbot Technologies’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	$617K	Buy	+2,546	New	+$593K	0.02%	830
2025 Q3	–	Sell	-187	Closed	-$36.3K	–	1932
2025 Q2	$36.3K	Sell	187 -7,560	-98%	-$1.4M	﹤0.01%	1509
2025 Q1	$1.46M	Buy	+7,747	New	+$1.48M	0.05%	556
2023 Q4	–	Sell	-2,314	Closed	-$351K	–	1783
2023 Q3	$351K	Sell	2,314 -313	-12%	-$49.6K	0.02%	750
2023 Q2	$415K	Sell	2,627 -2,341	-47%	-$358K	0.03%	738
2023 Q1	$756K	Buy	+4,968	New	+$767K	0.05%	481
2022 Q4	–	Sell	-525	Closed	-$71K	–	1882
2022 Q3	$71K	Buy	+525	New	+$78.9K	0.01%	1184
2021 Q3	–	Sell	-11,894	Closed	-$1.89M	–	1701
2021 Q2	$1.89M	Buy	+11,894	New	+$1.88M	0.15%	202
2020 Q4	–	Sell	-3,882	Closed	-$458K	–	1482
2020 Q3	$458K	Buy	+3,882	New	+$460K	0.05%	379
2019 Q4	–	Sell	-3,863	Closed	-$495K	–	1407
2019 Q3	$495K	Buy	+3,863	New	+$491K	0.05%	456

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Quantbot Technologies's IWD Position: Q2 2026 in Review

Quantbot Technologies opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 2,546 shares worth $617K. The stake represents 0.02% of the portfolio and ranks #830 among its holdings. This is a return to the name: Quantbot Technologies previously reported a position in IWD as recently as Q2 2025.

Quantbot Technologies first reported a position in IWD in Q3 2019 and has held it in 10 quarters since. The position peaked at $1.89M in Q2 2021. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Quantbot Technologies held 2,546 shares of iShares Russell 1000 Value ETF worth $617K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Quantbot Technologies position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.02% of Quantbot Technologies's portfolio in Q2 2026, its #830 holding.
Quantbot Technologies first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and has held it in 10 quarters since.
Quantbot Technologies's iShares Russell 1000 Value ETF position peaked at $1.89M in Q2 2021.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Quantbot Technologies's 13F filing for Q2 2026, filed 12 Aug 2026.