Qube Research & Technologies (QRT)
IWD icon

Qube Research & Technologies (QRT)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Qube Research & Technologies (QRT)’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 		$2.36M Buy
9,736
+1,960
+25% +$457K ﹤0.01% 2052
2026
Q1 		$1.66M Sell
7,776
-13,840
-64% -$3.03M ﹤0.01% 2268
2025
Q4 		$4.55M Buy
21,616
+19,657
+1,003% +$4.06M ﹤0.01% 1818
2025
Q3 		$399K Sell
1,959
-17,847
-90% -$3.55M ﹤0.01% 2768
2025
Q2 		$3.85M Buy
+19,806
New +$3.67M ﹤0.01% 1857
2025
Q1 		– Sell
-19,053
Closed -$3.53M – 3685
2024
Q4 		$3.53M Sell
19,053
-9,593
-33% -$1.84M ﹤0.01% 1654
2024
Q3 		$5.44M Buy
28,646
+3,432
+14% +$625K 0.01% 1346
2024
Q2 		$4.4M Buy
25,214
+24,364
+2,866% +$4.26M 0.01% 1314
2024
Q1 		$152K Buy
+850
New +$144K ﹤0.01% 3147
2023
Q4 		– Sell
-22,075
Closed -$3.35M – 4533
2023
Q3 		$3.35M Buy
22,075
+18,788
+572% +$2.98M 0.01% 1125
2023
Q2 		$247K Sell
3,287
-87,183
-96% -$13.3M ﹤0.01% 1721
2023
Q1 		$13.8M Buy
90,470
+75,082
+488% +$11.6M 0.06% 358
2022
Q4 		$2.33M Buy
+15,388
New +$2.3M 0.01% 892
2022
Q2 		– Sell
-151,561
Closed -$25.2M – 2821
2022
Q1 		$25.2M Buy
+151,561
New +$24.9M 0.21% 114
2021
Q3 		– Sell
-134,780
Closed -$21.4M – 2488
2021
Q2 		$21.4M Buy
134,780
+129,437
+2,423% +$20.5M 0.24% 81
2021
Q1 		$810K Buy
+5,343
New +$773K 0.01% 939
2020
Q3 		– Sell
-46,359
Closed -$5.22M – 1896
2020
Q2 		$5.22M Buy
46,359
+10,218
+28% +$1.12M 0.08% 339
2020
Q1 		$3.58M Sell
36,141
-184,366
-84% -$23M 0.15% 130
2019
Q4 		$30.1M Buy
+220,507
New +$29.1M 0.94% 9

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

Qube Research & Technologies (QRT)'s IWD Position: Q2 2026 in Review

Qube Research & Technologies (QRT) increased its iShares Russell 1000 Value ETF (IWD) stake by 25% in Q2 2026, buying an estimated $457K and bringing the position to 9,736 shares worth $2.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

Qube Research & Technologies (QRT) first reported a position in IWD in Q4 2019 and has held it in 19 quarters since. The position peaked at $30.1M in Q4 2019. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Qube Research & Technologies (QRT) held 9,736 shares of iShares Russell 1000 Value ETF worth $2.36M as of Q2 2026.
  • Qube Research & Technologies (QRT) bought 1,960 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $457K.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Qube Research & Technologies (QRT)'s portfolio in Q2 2026, its #2052 holding.
  • Qube Research & Technologies (QRT) first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 19 quarters since.
  • Qube Research & Technologies (QRT)'s iShares Russell 1000 Value ETF position peaked at $30.1M in Q4 2019.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2026, filed 14 Aug 2026.