Schroder Investment Management Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Schroder Investment Management 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 Q1	$128K	Hold	600	–	–	﹤0.01%	1158
2025 Q4	$126K	Sell	600 -1,000	-63%	-$207K	﹤0.01%	1128
2025 Q3	$326K	Buy	1,600 +500	+45%	+$99.5K	﹤0.01%	1124
2025 Q2	$214K	Hold	1,100	–	–	﹤0.01%	1119
2025 Q1	$207K	Hold	1,100	–	–	﹤0.01%	1160
2024 Q4	$204K	Sell	1,100 -45,000	-98%	-$8.63M	﹤0.01%	1173
2024 Q3	$8.73M	Buy	46,100 +45,000	+4,091%	+$8.2M	0.01%	692
2024 Q2	$192K	Hold	1,100	–	–	﹤0.01%	1169
2024 Q1	$196K	Sell	1,100 -880	-44%	-$149K	﹤0.01%	1173
2023 Q4	$327K	Hold	1,980	–	–	﹤0.01%	1121
2023 Q3	$301K	Sell	1,980 -620	-24%	-$98.3K	﹤0.01%	1141
2023 Q2	$410K	Sell	2,600 -304	-10%	-$46.5K	﹤0.01%	1147
2023 Q1	$442K	Hold	2,904	–	–	﹤0.01%	1152
2022 Q4	$440K	Buy	2,904 +600	+26%	+$89.8K	﹤0.01%	1176
2022 Q3	$313K	Hold	2,304	–	–	﹤0.01%	1203
2022 Q2	$334K	Buy	2,304 +1,360	+144%	+$213K	﹤0.01%	1217
2022 Q1	$157K	Buy	+944	New	+$155K	﹤0.01%	1318
2021 Q3	–	Sell	-60,944	Closed	-$9.67M	–	1523
2021 Q2	$9.67M	Sell	60,944 -93,750	-61%	-$14.8M	0.01%	686
2021 Q1	$23.4M	Buy	154,694 +153,750	+16,287%	+$22.2M	0.03%	466
2020 Q4	$129K	Buy	944 +640	+211%	+$82.1K	﹤0.01%	1354
2020 Q3	$36K	Hold	304	–	–	﹤0.01%	1279
2020 Q2	$34K	Hold	304	–	–	﹤0.01%	1197
2020 Q1	$31K	Sell	304 -36	-11%	-$4.49K	﹤0.01%	1243
2019 Q4	$46K	Hold	340	–	–	﹤0.01%	1240
2019 Q3	$44K	Hold	340	–	–	﹤0.01%	1235
2019 Q2	$43K	Hold	340	–	–	﹤0.01%	1164
2019 Q1	$42K	Hold	340	–	–	﹤0.01%	1131
2018 Q4	$38	Hold	340	–	–	﹤0.01%	1182
2018 Q3	$43K	Hold	340	–	–	﹤0.01%	1215
2018 Q2	$41K	Sell	340 -151,900	-100%	-$18.5M	﹤0.01%	1243
2018 Q1	$18.3M	Hold	152,240	–	–	0.03%	473
2017 Q4	$18.9M	Hold	152,240	–	–	0.03%	521
2017 Q3	$18M	Hold	152,240	–	–	0.03%	505
2017 Q2	$17.7M	Buy	152,240 +950	+0.6%	+$109K	0.03%	503
2017 Q1	$17.4M	Sell	151,290 -545,667	-78%	-$62.6M	0.03%	509
2016 Q4	$78.1M	Sell	696,957 -290,149	-29%	-$31.4M	0.15%	180
2016 Q3	$104M	Buy	987,106 +464,802	+89%	+$49M	0.19%	128
2016 Q2	$53.9M	Hold	522,304	–	–	0.11%	234
2016 Q1	$51.7M	Buy	522,304 +371,014	+245%	+$34.8M	0.11%	240
2015 Q4	$14.8M	Hold	151,290	–	–	0.03%	541
2015 Q3	$14.1M	Sell	151,290 -22,100	-13%	-$2.19M	0.03%	534
2015 Q2	$17.9M	Buy	173,390 +190	+0.1%	+$19.9K	0.04%	501
2015 Q1	$17.8M	Buy	173,200 +340	+0.2%	+$35.2K	0.03%	517
2014 Q4	$18M	Buy	172,860 +485	+0.3%	+$49.5K	0.04%	508
2014 Q3	$17.3M	Buy	+172,375	New	+$17.5M	0.02%	537
2014 Q1	–	Sell	-51,640	Closed	-$4.86M	–	1468
2013 Q4	$4.86M	Hold	51,640	–	–	0.01%	805
2013 Q3	$4.45M	Sell	51,640 -3,085,397	-98%	-$268M	0.01%	792
2013 Q2	$263M	Buy	+3,137,037	New	+$261M	0.7%	18

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Schroder Investment Management Group's IWD Position: Q1 2026 in Review

Schroder Investment Management Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 600 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Schroder Investment Management Group first reported a position in IWD in Q2 2013 and has held it in 48 quarters since. The position peaked at $263M in Q2 2013. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Schroder Investment Management Group held 600 shares of iShares Russell 1000 Value ETF worth $128K as of Q1 2026.
Schroder Investment Management Group left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q1 2026, its #1158 holding.
Schroder Investment Management Group first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 48 quarters since.
Schroder Investment Management Group's iShares Russell 1000 Value ETF position peaked at $263M in Q2 2013.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.