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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
2018
Q2 		– Sell
-12,300
Closed -$2.45M – 1259
2018
Q1 		$2.45M Buy
+12,300
New +$1.53M 0.04% 198

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.