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TCW Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

TCW 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 		$15.9M Sell
74,479
-21,854
-23% -$4.79M 0.12% 120
2025
Q4 		$20.3M Buy
96,333
+62,272
+183% +$12.9M 0.15% 108
2025
Q3 		$6.93M Sell
34,061
-1,607
-5% -$320K 0.06% 127
2025
Q2 		$6.93M Buy
+35,668
New +$6.61M 0.05% 150
2025
Q1 		– Sell
-21,058
Closed -$3.9M – 363
2024
Q4 		$3.9M Buy
21,058
+6,706
+47% +$1.29M 0.03% 203
2024
Q3 		$2.72M Buy
+14,352
New +$2.61M 0.02% 230
2024
Q1 		– Sell
-26,618
Closed -$4.4M – 374
2023
Q4 		$4.4M Buy
+26,618
New +$4.11M 0.05% 189
2023
Q1 		– Sell
-11,696
Closed -$1.77M – 307
2022
Q4 		$1.77M Buy
+11,696
New +$1.75M 0.03% 208
2022
Q3 		– Sell
-11,264
Closed -$1.63M – 305
2022
Q2 		$1.63M Buy
+11,264
New +$1.76M 0.02% 228
2022
Q1 		– Sell
-11,065
Closed -$1.86M – 318
2021
Q4 		$1.86M Buy
+11,065
New +$1.81M 0.02% 253
2021
Q1 		– Sell
-34,704
Closed -$4.75M – 345
2020
Q4 		$4.75M Buy
+34,704
New +$4.45M 0.04% 193
2020
Q1 		– Sell
-50,142
Closed -$6.84M – 317
2019
Q4 		$6.84M Buy
50,142
+33,117
+195% +$4.36M 0.08% 150
2019
Q3 		$2.18M Buy
+17,025
New +$2.16M 0.02% 196
2019
Q1 		– Sell
-156,386
Closed -$17.4M – 327
2018
Q4 		$17.4M Buy
+156,386
New +$18.7M 0.18% 109
2018
Q1 		– Sell
-87,764
Closed -$10.9M – 379
2017
Q4 		$10.9M Buy
+87,764
New +$10.6M 0.09% 143
2017
Q1 		– Sell
-12,167
Closed -$1.36M – 503
2016
Q4 		$1.36M Buy
+12,167
New +$1.32M 0.01% 430
2016
Q1 		– Sell
-35,343
Closed -$3.46M – 683
2015
Q4 		$3.46M Buy
+35,343
New +$3.51M 0.02% 245

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

TCW Group's IWD Position: Q1 2026 in Review

TCW Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 23% in Q1 2026, selling an estimated $4.79M and leaving 74,479 shares worth $15.9M. The position accounts for 0.12% of the portfolio, ranked #120.

TCW Group first reported a position in IWD in Q4 2015 and has held it in 17 quarters since. The position peaked at $20.3M in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • TCW Group held 74,479 shares of iShares Russell 1000 Value ETF worth $15.9M as of Q1 2026.
  • TCW Group sold 21,854 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $4.79M.
  • iShares Russell 1000 Value ETF made up 0.12% of TCW Group's portfolio in Q1 2026, its #120 holding.
  • TCW Group first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 17 quarters since.
  • TCW Group's iShares Russell 1000 Value ETF position peaked at $20.3M in Q4 2025.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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