William Blair & Company
IWD icon

William Blair & Company’s iShares Russell 1000 Value ETF IWD Stock Holding History

William Blair & Company’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 		$55.5M Buy
259,648
+10,913
+4% +$2.39M 0.16% 132
2025
Q4 		$52.3M Buy
248,735
+11,020
+5% +$2.28M 0.14% 139
2025
Q3 		$48.4M Buy
237,715
+4,323
+2% +$860K 0.13% 147
2025
Q2 		$45.3M Buy
233,392
+13,249
+6% +$2.45M 0.13% 148
2025
Q1 		$41.4M Buy
220,143
+6,098
+3% +$1.16M 0.12% 154
2024
Q4 		$39.6M Sell
214,045
-6,319
-3% -$1.21M 0.12% 157
2024
Q3 		$41.8M Buy
220,364
+1,938
+0.9% +$353K 0.12% 142
2024
Q2 		$38.1M Buy
218,426
+10,915
+5% +$1.91M 0.12% 146
2024
Q1 		$37.2M Buy
207,511
+1,549
+0.8% +$262K 0.12% 144
2023
Q4 		$34M Sell
205,962
-3,163
-2% -$488K 0.12% 151
2023
Q3 		$31.7M Buy
209,125
+697
+0.3% +$111K 0.12% 150
2023
Q2 		$32.9M Sell
208,428
-5,839
-3% -$893K 0.12% 153
2023
Q1 		$32.6M Buy
214,267
+11,151
+5% +$1.72M 0.13% 145
2022
Q4 		$30.8M Sell
203,116
-119,784
-37% -$17.9M 0.13% 144
2022
Q3 		$43.9M Buy
322,900
+133,203
+70% +$20M 0.2% 112
2022
Q2 		$27.5M Buy
189,697
+1,048
+0.6% +$164K 0.12% 159
2022
Q1 		$31.3M Sell
188,649
-1,280
-0.7% -$210K 0.11% 174
2021
Q4 		$31.9M Buy
189,929
+3,936
+2% +$645K 0.1% 184
2021
Q3 		$29.1M Sell
185,993
-26,932
-13% -$4.32M 0.1% 182
2021
Q2 		$33.8M Buy
212,925
+593
+0.3% +$93.9K 0.12% 166
2021
Q1 		$32.2M Sell
212,332
-571
-0.3% -$82.6K 0.12% 163
2020
Q4 		$29.1M Buy
212,903
+7,874
+4% +$1.01M 0.11% 171
2020
Q3 		$24.2M Sell
205,029
-19,413
-9% -$2.3M 0.1% 174
2020
Q2 		$25.3M Sell
224,442
-64,110
-22% -$7.05M 0.12% 154
2020
Q1 		$28.6M Buy
288,552
+20,479
+8% +$2.55M 0.18% 121
2019
Q4 		$36.6M Buy
268,073
+26,795
+11% +$3.53M 0.19% 119
2019
Q3 		$30.9M Sell
241,278
-26,376
-10% -$3.35M 0.18% 123
2019
Q2 		$34.1M Buy
267,654
+33,756
+14% +$4.22M 0.19% 113
2019
Q1 		$28.9M Buy
233,898
+20,178
+9% +$2.43M 0.18% 122
2018
Q4 		$23.7M Buy
213,720
+87,655
+70% +$10.5M 0.17% 128
2018
Q3 		$16M Buy
126,065
+30,757
+32% +$3.86M 0.1% 196
2018
Q2 		$11.6M Sell
95,308
-1,405
-1% -$171K 0.08% 226
2018
Q1 		$11.6M Sell
96,713
-1,225
-1% -$153K 0.08% 221
2017
Q4 		$12.2M Buy
97,938
+2,979
+3% +$361K 0.08% 228
2017
Q3 		$11.3M Sell
94,959
-5,230
-5% -$609K 0.08% 223
2017
Q2 		$11.7M Sell
100,189
-2,258
-2% -$260K 0.09% 222
2017
Q1 		$11.9M Buy
102,447
+16,680
+19% +$1.91M 0.1% 207
2016
Q4 		$9.61M Buy
85,767
+9,939
+13% +$1.07M 0.09% 218
2016
Q3 		$8.01M Buy
75,828
+4,230
+6% +$446K 0.07% 239
2016
Q2 		$7.39M Sell
71,598
-6,997
-9% -$706K 0.07% 237
2016
Q1 		$7.77M Sell
78,595
-11,011
-12% -$1.03M 0.07% 229
2015
Q4 		$8.77M Sell
89,606
-4,323
-5% -$429K 0.08% 219
2015
Q3 		$8.76M Sell
93,929
-2,813,047
-97% -$279M 0.08% 240
2015
Q2 		$300M Buy
2,906,976
+797,743
+38% +$83.7M 0.45% 32
2015
Q1 		$217M Buy
2,109,233
+450,175
+27% +$46.7M 0.33% 71
2014
Q4 		$173M Sell
1,659,058
-35,259
-2% -$3.6M 0.28% 100
2014
Q3 		$170M Sell
1,694,317
-137,374
-7% -$13.9M 0.29% 88
2014
Q2 		$185M Buy
1,831,691
+269,403
+17% +$26.4M 0.3% 83
2014
Q1 		$151M Buy
1,562,288
+492,152
+46% +$46.1M 0.25% 123
2013
Q4 		$101M Buy
1,070,136
+560,615
+110% +$50.8M 0.17% 179
2013
Q3 		$43.9M Buy
509,521
+108,583
+27% +$9.42M 0.08% 354
2013
Q2 		$33.6M Buy
+400,938
New +$33.4M 0.07% 393

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

William Blair & Company's IWD Position: Q1 2026 in Review

William Blair & Company increased its iShares Russell 1000 Value ETF (IWD) stake by 4.4% in Q1 2026, buying an estimated $2.39M and bringing the position to 259,648 shares worth $55.5M. The position accounts for 0.16% of the portfolio, ranked #132.

William Blair & Company first reported a position in IWD in Q2 2013 and has held it in 52 quarters since. The position peaked at $300M in Q2 2015. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • William Blair & Company held 259,648 shares of iShares Russell 1000 Value ETF worth $55.5M as of Q1 2026.
  • William Blair & Company bought 10,913 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $2.39M.
  • iShares Russell 1000 Value ETF made up 0.16% of William Blair & Company's portfolio in Q1 2026, its #132 holding.
  • William Blair & Company first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • William Blair & Company's iShares Russell 1000 Value ETF position peaked at $300M in Q2 2015.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.