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
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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Quantbot Technologies's IWD Position: Q3 2025 in Review

Quantbot Technologies sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2025, closing a stake of 187 shares — an estimated $36.3K sold.

Quantbot Technologies first reported a position in IWD in Q3 2019 and held it in 9 quarters. The position peaked at $1.89M in Q2 2021. 1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

Quantbot Technologies reported no remaining iShares Russell 1000 Value ETF position as of Q3 2025 after selling out during the quarter.
Quantbot Technologies sold 187 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $36.3K.
Quantbot Technologies first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and held it in 9 quarters.
Quantbot Technologies's iShares Russell 1000 Value ETF position peaked at $1.89M in Q2 2021.
1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Quantbot Technologies's 13F filing for Q3 2025, filed 12 Nov 2025.