IWD iShares Trust
Filed as ISHARES TR (RUS 1000 VAL ETF), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab
Bought by 2 managers in 2026 Q2, sold by 1
In 2026 Q3 David Katz trimmed iShares Trust.
Who owns this now
Largest portfolio weights among holders, up to 0.1% (David Katz, Matrix Asset Advisors). Not free-float ownership.
Who owns IWD
Sorted by value, long equity only, as of 2026 Q3.
| History | |||||
|---|---|---|---|---|---|
| David Katz, Matrix Asset Advisors | Reduce −1.2% | 6,191 | $1.5M | History |
Congress
No member of Congress reported trading IWD in the last three years. 15 members listed it in 2025 annual reports.
Ownership over time
13Fs that reported it each quarter. Click a bar for that quarter’s holders.