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Synovus Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Synovus Financial’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 		$660M Buy
3,240,013
+3,839
+0.1% +$764K 7.55% 1
2025
Q2 		$629M Buy
3,236,174
+60,240
+2% +$11.2M 7.69% 1
2025
Q1 		$598M Buy
3,175,934
+261,646
+9% +$49.8M 7.73% 2
2024
Q4 		$540M Buy
2,914,288
+65,374
+2% +$12.5M 6.87% 2
2024
Q3 		$541M Buy
2,848,914
+34,700
+1% +$6.32M 6.26% 3
2024
Q2 		$491M Buy
2,814,214
+15,000
+0.5% +$2.62M 6.48% 3
2024
Q1 		$501M Buy
2,799,214
+14,232
+0.5% +$2.41M 6.51% 3
2023
Q4 		$460M Sell
2,784,982
-2,039,167
-42% -$315M 6.51% 3
2023
Q3 		$732M Buy
4,824,149
+117,900
+3% +$18.7M 8.36% 2
2023
Q2 		$743M Sell
4,706,249
-117,019
-2% -$17.9M 8.14% 3
2023
Q1 		$734M Sell
4,823,268
-408,243
-8% -$63M 8.27% 2
2022
Q4 		$793M Sell
5,231,511
-10,202
-0.2% -$1.53M 9.05% 2
2022
Q3 		$713M Buy
5,241,713
+7,205
+0.1% +$1.08M 8.73% 2
2022
Q2 		$759M Buy
5,234,508
+36,201
+0.7% +$5.66M 8.9% 2
2022
Q1 		$863M Sell
5,198,307
-125,465
-2% -$20.6M 9.16% 2
2021
Q4 		$894M Buy
5,323,772
+292,544
+6% +$47.9M 8.87% 3
2021
Q3 		$787M Buy
5,031,228
+157,405
+3% +$25.2M 8.32% 2
2021
Q2 		$773M Buy
4,873,823
+107,363
+2% +$17M 7.64% 2
2021
Q1 		$722M Buy
4,766,460
+30,631
+0.6% +$4.43M 8.07% 2
2020
Q4 		$648M Buy
4,735,829
+262,782
+6% +$33.7M 7.46% 3
2020
Q3 		$528M Buy
4,473,047
+99,103
+2% +$11.8M 7.06% 3
2020
Q2 		$493M Sell
4,373,944
-472,955
-10% -$52M 7.14% 3
2020
Q1 		$481M Buy
4,846,899
+1,389,374
+40% +$173M 6.71% 3
2019
Q4 		$472M Buy
3,457,525
+116,327
+3% +$15.3M 6.43% 4
2019
Q3 		$429M Buy
3,341,198
+47,673
+1% +$6.06M 6.43% 4
2019
Q2 		$419M Sell
3,293,525
-72,327
-2% -$9.05M 6.27% 4
2019
Q1 		$416M Buy
3,365,852
+66,490
+2% +$7.99M 6.74% 3
2018
Q4 		$366M Sell
3,299,362
-52,829
-2% -$6.33M 6.64% 3
2018
Q3 		$424M Buy
3,352,191
+66,761
+2% +$8.39M 6.71% 3
2018
Q2 		$399M Buy
3,285,430
+78,364
+2% +$9.53M 6.67% 2
2018
Q1 		$385M Buy
3,207,066
+111,906
+4% +$14M 6.51% 3
2017
Q4 		$385M Buy
3,095,160
+36,652
+1% +$4.44M 6.72% 3
2017
Q3 		$362M Buy
3,058,508
+108,826
+4% +$12.7M 6.89% 3
2017
Q2 		$343M Buy
2,949,682
+128,055
+5% +$14.7M 6.89% 3
2017
Q1 		$324M Buy
2,821,627
+108,952
+4% +$12.5M 6.79% 3
2016
Q4 		$304M Buy
2,712,675
+152,003
+6% +$16.4M 6.9% 3
2016
Q3 		$270M Buy
2,560,672
+142,514
+6% +$15M 6.36% 3
2016
Q2 		$250M Buy
2,418,158
+30,456
+1% +$3.08M 5.76% 3
2016
Q1 		$236M Buy
2,387,702
+55,484
+2% +$5.2M 5.73% 3
2015
Q4 		$228M Sell
2,332,218
-27,180
-1% -$2.7M 5.64% 3
2015
Q3 		$220M Buy
2,359,398
+134,344
+6% +$13.3M 5.82% 3
2015
Q2 		$229M Buy
2,225,054
+45,822
+2% +$4.81M 5.87% 3
2015
Q1 		$225M Buy
2,179,232
+30,020
+1% +$3.11M 5.8% 3
2014
Q4 		$224M Buy
2,149,212
+23,863
+1% +$2.43M 5.91% 3
2014
Q3 		$213M Buy
2,125,349
+26,493
+1% +$2.68M 5.93% 3
2014
Q2 		$213M Buy
2,098,856
+12,573
+0.6% +$1.23M 6.01% 3
2014
Q1 		$201M Buy
2,086,283
+60,841
+3% +$5.7M 5.93% 3
2013
Q4 		$191M Buy
2,025,442
+4,061
+0.2% +$368K 5.51% 3
2013
Q3 		$174M Sell
2,021,381
-48,659
-2% -$4.22M 5.45% 3
2013
Q2 		$173M Buy
+2,070,040
New +$172M 5.31% 3

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Synovus Financial's IWD Position: Q3 2025 in Review

Synovus Financial increased its iShares Russell 1000 Value ETF (IWD) stake by 0.12% in Q3 2025, buying an estimated $764K and bringing the position to 3,240,013 shares worth $660M. The position accounts for 7.55% of the portfolio, ranked #1.

Synovus Financial first reported a position in IWD in Q2 2013 and has held it in 50 quarters since. The position peaked at $894M in Q4 2021. 1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

  • Synovus Financial held 3,240,013 shares of iShares Russell 1000 Value ETF worth $660M as of Q3 2025.
  • Synovus Financial bought 3,839 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $764K.
  • iShares Russell 1000 Value ETF made up 7.55% of Synovus Financial's portfolio in Q3 2025, its #1 holding.
  • Synovus Financial first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 50 quarters since.
  • Synovus Financial's iShares Russell 1000 Value ETF position peaked at $894M in Q4 2021.
  • 1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.