Two Sigma Securities’s iShares Russell 1000 Value ETF IWD Stock Holding History

Two Sigma Securities’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
2020 Q4	–	Sell	-2,500	Closed	-$295K	–	1810
2020 Q3	$295K	Buy	2,500 +500	+25%	+$59.3K	0.01%	879
2020 Q2	$225K	Buy	+2,000	New	+$220K	0.01%	1068
2019 Q4	–	Sell	-24,100	Closed	-$3.09M	–	2501
2019 Q3	$3.09M	Buy	+24,100	New	+$3.06M	0.03%	436
2018 Q4	–	Sell	-27,600	Closed	-$3.5M	–	2486
2018 Q3	$3.5M	Buy	27,600 +3,200	+13%	+$402K	0.02%	491
2018 Q2	$2.96M	Buy	24,400 +11,300	+86%	+$1.37M	0.01%	711
2018 Q1	$1.57M	Buy	+13,100	New	+$1.63M	0.01%	1019

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

Two Sigma Securities's IWD Position: Q1 2026 in Review

Two Sigma Securities increased its iShares Russell 1000 Value ETF (IWD) stake by 110% in Q1 2026, buying an estimated $1.82M and bringing the position to 15,837 shares worth $3.38M. The position accounts for 0.39% of the portfolio, ranked #24.

Two Sigma Securities first reported a position in IWD in Q4 2014 and has held it in 26 quarters since. The position peaked at $12.2M in Q3 2019. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Two Sigma Securities held 15,837 shares of iShares Russell 1000 Value ETF worth $3.38M as of Q1 2026.
Two Sigma Securities bought 8,309 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $1.82M.
iShares Russell 1000 Value ETF made up 0.39% of Two Sigma Securities's portfolio in Q1 2026, its #24 holding.
Two Sigma Securities first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and has held it in 26 quarters since.
Two Sigma Securities's iShares Russell 1000 Value ETF position peaked at $12.2M in Q3 2019.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Two Sigma Securities's 13F filing for Q1 2026, filed 15 May 2026.