Diamond Hill Capital's IWD Position Overview
Diamond Hill Capital (via Diamond Hill Capital Management INC) currently holds 556,903 shares of iShares Russell 1000 Value ETF (IWD) worth $117.14 M, representing 0.60% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 37 quarters.
Based on 13F filings, Diamond Hill Capital has maintained a strategic position in IWD, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 554,669 shares. Largest reduction occurred in Q1 2019, reducing 528,151 shares.
Analysis based on 13F filings available since 2013 Q2
Diamond Hill Capital's iShares Russell 1000 Value ETF (IWD) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell 1000 Value ETF (IWD) Trades by Diamond Hill Capital
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +554,669 | Add 24828.51% | 556,903 | $210.34 |
| Q3 2025 | -11,298 | Reduce 83.49% | 2,234 | $203.59 |
| Q2 2025 | -1,913 | Reduce 12.39% | 13,532 | $194.23 |
| Q1 2025 | -97,041 | Reduce 86.27% | 15,445 | $188.16 |
| Q4 2024 | +110,564 | Add 5752.55% | 112,486 | $185.13 |
| Q3 2024 | -1,291 | Reduce 40.18% | 1,922 | $189.80 |
| Q2 2024 | +3,213 | New Buy | 3,213 | $174.47 |
| Q1 2024 | -222,090 | Sold Out | 0 | $0.00 |
| Q4 2023 | +210,351 | Add 1791.90% | 222,090 | $165.25 |
| Q3 2023 | -7,713 | Reduce 39.65% | 11,739 | $151.82 |
| Q2 2023 | +19,452 | New Buy | 19,452 | $157.83 |
| Q1 2023 | -294,629 | Sold Out | 0 | $0.00 |
| Q4 2022 | +277,900 | Add 1661.19% | 294,629 | $151.65 |
| Q3 2022 | -386,350 | Reduce 95.85% | 16,729 | $135.99 |
| Q2 2022 | +394,897 | Add 4826.41% | 403,079 | $144.97 |
| Q1 2022 | -66,656 | Reduce 89.07% | 8,182 | $165.97 |
| Q4 2021 | +72,267 | Add 2810.85% | 74,838 | $167.94 |
| Q3 2021 | +2,571 | New Buy | 2,571 | $156.36 |
| Q1 2021 | -26,503 | Sold Out | 0 | $0.00 |
| Q4 2020 | +26,503 | New Buy | 26,503 | $136.74 |
| Q3 2020 | -29,120 | Sold Out | 0 | $0.00 |
| Q2 2020 | -95,406 | Reduce 76.62% | 29,120 | $112.60 |
| Q1 2020 | +88,123 | Add 242.08% | 124,526 | $99.18 |
| Q4 2019 | +36,403 | New Buy | 36,403 | $136.47 |
| Q1 2019 | -528,151 | Sold Out | 0 | $0.00 |
| Q4 2018 | +528,151 | New Buy | 528,151 | $111.05 |
| Q1 2018 | -22,904 | Sold Out | 0 | $0.00 |
| Q4 2017 | +22,904 | New Buy | 22,904 | $124.35 |
| Q1 2017 | -78,961 | Sold Out | 0 | $0.00 |
| Q4 2016 | +78,961 | New Buy | 78,961 | $112.03 |
| Q1 2016 | -127,680 | Sold Out | 0 | $0.00 |
| Q4 2015 | +114,852 | Add 895.32% | 127,680 | $97.86 |
| Q3 2015 | +12,828 | New Buy | 12,828 | $93.31 |
| Q1 2015 | -33,730 | Sold Out | 0 | $0.00 |
| Q4 2014 | +33,730 | New Buy | 33,730 | $104.39 |
| Q1 2014 | -7,722 | Sold Out | 0 | $0.00 |
| Q4 2013 | +7,722 | New Buy | 7,722 | $94.15 |
Diamond Hill Capital's iShares Russell 1000 Value ETF Investment FAQs
Diamond Hill Capital first purchased iShares Russell 1000 Value ETF (IWD) in Q4 2013, acquiring 7,722 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Diamond Hill Capital has held iShares Russell 1000 Value ETF (IWD) for 37 quarters since Q4 2013.
Diamond Hill Capital's largest addition to iShares Russell 1000 Value ETF (IWD) was in Q4 2025, adding 556,903 shares worth $117.14 M.
According to the latest 13F filing for Q4 2025, Diamond Hill Capital's firm, Diamond Hill Capital Management INC, owns 556,903 shares of iShares Russell 1000 Value ETF (IWD), valued at approximately $117.14 M.
As of the Q4 2025 filing, iShares Russell 1000 Value ETF (IWD) represents approximately 0.60% of Diamond Hill Capital's publicly disclosed stock portfolio, making it one of their key holdings.
Diamond Hill Capital's peak holding in iShares Russell 1000 Value ETF (IWD) was 556,903 shares, as reported at the end of Q4 2025.