ZIM
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Zacks Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Zacks Investment Management’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 		$18.7M Sell
87,581
-216,505
-71% -$47.4M 0.15% 136
2025
Q4 		$64M Buy
304,086
+233,109
+328% +$48.2M 0.5% 54
2025
Q3 		$14.5M Sell
70,977
-15,501
-18% -$3.08M 0.12% 154
2025
Q2 		$16.8M Buy
86,478
+21,219
+33% +$3.93M 0.14% 147
2025
Q1 		$12.3M Sell
65,259
-175,621
-73% -$33.4M 0.11% 157
2024
Q4 		$44.6M Buy
240,880
+193,038
+403% +$37M 0.41% 66
2024
Q3 		$9.08M Buy
47,842
+5,558
+13% +$1.01M 0.08% 172
2024
Q2 		$7.38M Buy
42,284
+1,081
+3% +$189K 0.08% 161
2024
Q1 		$7.38M Sell
41,203
-290,741
-88% -$49.2M 0.08% 176
2023
Q4 		$54.9M Buy
331,944
+279,416
+532% +$43.2M 0.68% 43
2023
Q3 		$7.97M Buy
52,528
+20,883
+66% +$3.31M 0.1% 157
2023
Q2 		$4.99M Sell
31,645
-9,535
-23% -$1.46M 0.06% 182
2023
Q1 		$6.27M Sell
41,180
-160,962
-80% -$24.9M 0.08% 168
2022
Q4 		$30.7M Buy
202,142
+164,967
+444% +$24.7M 0.43% 67
2022
Q3 		$5.05M Buy
37,175
+27,173
+272% +$4.08M 0.08% 172
2022
Q2 		$1.45M Buy
10,002
+4,524
+83% +$708K 0.02% 298
2022
Q1 		$909K Sell
5,478
-177,285
-97% -$29.1M 0.01% 381
2021
Q4 		$30.7M Buy
182,763
+179,795
+6,058% +$29.5M 0.43% 68
2021
Q3 		$465K Buy
2,968
+137
+5% +$22K 0.01% 461
2021
Q2 		$449K Sell
2,831
-262
-8% -$41.5K 0.01% 467
2021
Q1 		$469K Sell
3,093
-153,610
-98% -$22.2M 0.01% 423
2020
Q4 		$21.4M Buy
156,703
+149,762
+2,158% +$19.2M 0.4% 76
2020
Q3 		$820K Buy
6,941
+4,184
+152% +$496K 0.02% 347
2020
Q2 		$310K Sell
2,757
-49,421
-95% -$5.44M 0.01% 440
2020
Q1 		$5.17M Sell
52,178
-123,893
-70% -$15.4M 0.13% 131
2019
Q4 		$24M Buy
176,071
+171,421
+3,686% +$22.6M 0.45% 66
2019
Q3 		$596K Buy
4,650
+1,845
+66% +$234K 0.01% 424
2019
Q2 		$357K Sell
2,805
-44
-2% -$5.51K 0.01% 475
2019
Q1 		$352K Sell
2,849
-302,267
-99% -$36.3M 0.01% 478
2018
Q4 		$33.9M Buy
305,116
+303,155
+15,459% +$36.3M 0.82% 41
2018
Q3 		$248K Sell
1,961
-2,023
-51% -$254K 0.01% 476
2018
Q2 		$484K Sell
3,984
-49
-1% -$5.96K 0.01% 468
2018
Q1 		$484K Sell
4,033
-62,801
-94% -$7.83M 0.01% 460
2017
Q4 		$8.31M Buy
66,834
+64,538
+2,811% +$7.82M 0.18% 110
2017
Q3 		$272K Sell
2,296
-876
-28% -$102K 0.01% 482
2017
Q2 		$369K Buy
3,172
+527
+20% +$60.7K 0.01% 476
2017
Q1 		$304K Sell
2,645
-53,702
-95% -$6.16M 0.01% 499
2016
Q4 		$6.31M Buy
56,347
+53,750
+2,070% +$5.81M 0.18% 116
2016
Q3 		$274K Sell
2,597
-155
-6% -$16.3K 0.01% 514
2016
Q2 		$284K Sell
2,752
-1,435
-34% -$145K 0.01% 506
2016
Q1 		$414K Sell
4,187
-390,558
-99% -$36.6M 0.01% 459
2015
Q4 		$38.6M Buy
394,745
+377,065
+2,133% +$37.4M 1.26% 17
2015
Q3 		$1.65M Buy
17,680
+14,255
+416% +$1.41M 0.06% 211
2015
Q2 		$353K Sell
3,425
-522
-13% -$54.7K 0.01% 494
2015
Q1 		$407K Sell
3,947
-150,376
-97% -$15.6M 0.01% 460
2014
Q4 		$16.1M Buy
154,323
+150,252
+3,691% +$15.3M 0.52% 68
2014
Q3 		$407K Sell
4,071
-158
-4% -$16K 0.01% 450
2014
Q2 		$428K Sell
4,229
-100
-2% -$9.81K 0.02% 486
2014
Q1 		$418K Sell
4,329
-5,204
-55% -$487K 0.02% 469
2013
Q4 		$898K Buy
9,533
+4,859
+104% +$441K 0.04% 265
2013
Q3 		$403K Sell
4,674
-1,346
-22% -$117K 0.02% 416
2013
Q2 		$504K Buy
+6,020
New +$502K 0.02% 310

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

Zacks Investment Management's IWD Position: Q1 2026 in Review

Zacks Investment Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 71% in Q1 2026, selling an estimated $47.4M and leaving 87,581 shares worth $18.7M. The position accounts for 0.15% of the portfolio, ranked #136.

Zacks Investment Management first reported a position in IWD in Q2 2013 and has held it in 52 quarters since. The position peaked at $64M in Q4 2025. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Zacks Investment Management held 87,581 shares of iShares Russell 1000 Value ETF worth $18.7M as of Q1 2026.
  • Zacks Investment Management sold 216,505 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $47.4M.
  • iShares Russell 1000 Value ETF made up 0.15% of Zacks Investment Management's portfolio in Q1 2026, its #136 holding.
  • Zacks Investment Management first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Zacks Investment Management's iShares Russell 1000 Value ETF position peaked at $64M in Q4 2025.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.