Donald Smith & Co's IWD Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 13,000 shares of iShares Russell 1000 Value ETF (IWD) worth $2.73 M, representing 0.05% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Donald Smith & Co has maintained a strategic position in IWD, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 2,800 shares. Largest reduction occurred in Q4 2025, reducing 3,300 shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co'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 Donald Smith & Co
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -3,300 | Reduce 20.25% | 13,000 | $210.34 |
| Q1 2025 | -1,500 | Reduce 8.43% | 16,300 | $188.16 |
| Q2 2024 | +2,800 | Add 18.67% | 17,800 | $174.47 |
| Q2 2023 | +2,000 | Add 15.38% | 15,000 | $157.83 |
| Q1 2023 | +13,000 | New Buy | 13,000 | $152.26 |
Donald Smith & Co's iShares Russell 1000 Value ETF Investment FAQs
Donald Smith & Co first purchased iShares Russell 1000 Value ETF (IWD) in Q1 2023, acquiring 13,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co has held iShares Russell 1000 Value ETF (IWD) for 12 quarters since Q1 2023.
Donald Smith & Co's largest addition to iShares Russell 1000 Value ETF (IWD) was in Q1 2023, adding 13,000 shares worth $1.98 M.
According to the latest 13F filing for Q4 2025, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 13,000 shares of iShares Russell 1000 Value ETF (IWD), valued at approximately $2.73 M.
As of the Q4 2025 filing, iShares Russell 1000 Value ETF (IWD) represents approximately 0.05% of Donald Smith & Co's publicly disclosed stock portfolio, making it one of their key holdings.
Donald Smith & Co's peak holding in iShares Russell 1000 Value ETF (IWD) was 17,800 shares, as reported at the end of Q2 2024.