John Rogers's IWD Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 895 shares of iShares Russell 1000 Value ETF (IWD) worth $216,975, representing 0.00% of the portfolio. First purchased in 2025-Q4, this short-term holding has been held for 3 quarters.
Based on 13F filings, John Rogers has maintained this position in IWD for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2026, adding 895 shares. Largest reduction occurred in Q1 2026, reducing 668 shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers'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 John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +895 | New Buy | 895 | $242.43 |
| Q1 2026 | -668 | Sold Out | 0 | $0.00 |
| Q4 2025 | +668 | New Buy | 668 | $210.34 |
John Rogers's iShares Russell 1000 Value ETF Investment FAQs
John Rogers first purchased iShares Russell 1000 Value ETF (IWD) in Q4 2025, acquiring 668 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held iShares Russell 1000 Value ETF (IWD) for 3 quarters since Q4 2025.
John Rogers's largest addition to iShares Russell 1000 Value ETF (IWD) was in Q2 2026, adding 895 shares worth $216,975.
According to the latest 13F filing for Q2 2026, John Rogers's firm, Ariel Investments, LLC, owns 895 shares of iShares Russell 1000 Value ETF (IWD), valued at approximately $216,975.
As of the Q2 2026 filing, iShares Russell 1000 Value ETF (IWD) represents approximately 0.00% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in iShares Russell 1000 Value ETF (IWD) was 895 shares, as reported at the end of Q2 2026.