Bank of Hawaii’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bank of Hawaii’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	$385K	Buy	+1,803	New	+$395K	0.02%	186
2024 Q4	–	Sell	-1,312	Closed	-$249K	–	239
2024 Q3	$249K	Sell	1,312 -135	-9%	-$24.6K	0.01%	220
2024 Q2	$252K	Hold	1,447	–	–	0.01%	221
2024 Q1	$259K	Hold	1,447	–	–	0.01%	233
2023 Q4	$239K	Hold	1,447	–	–	0.01%	217
2023 Q3	$220K	Sell	1,447 -445	-24%	-$70.6K	0.01%	225
2023 Q2	$299K	Sell	1,892 -930	-33%	-$142K	0.02%	217
2023 Q1	$430K	Sell	2,822 -1,365	-33%	-$211K	0.02%	190
2022 Q4	$635K	Sell	4,187 -2,797	-40%	-$419K	0.04%	159
2022 Q3	$950K	Sell	6,984 -538	-7%	-$80.8K	0.06%	124
2022 Q2	$1.09M	Hold	7,522	–	–	0.07%	116
2022 Q1	$1.25M	Buy	7,522 +1,260	+20%	+$207K	0.07%	119
2021 Q4	$1.05M	Buy	+6,262	New	+$1.03M	0.05%	136
2017 Q1	–	Sell	-17,484	Closed	-$1.96M	–	295
2016 Q4	$1.96M	Sell	17,484 -1,505	-8%	-$163K	0.18%	94
2016 Q3	$2.01M	Hold	18,989	–	–	0.19%	94
2016 Q2	$1.96M	Sell	18,989 -6,121	-24%	-$618K	0.21%	88
2016 Q1	$2.48M	Sell	25,110 -300	-1%	-$28.1K	0.27%	76
2015 Q4	$2.49M	Buy	25,410 +481	+2%	+$47.7K	0.29%	81
2015 Q3	$2.33M	Buy	24,929 +58	+0.2%	+$5.76K	0.27%	90
2015 Q2	$2.56M	Hold	24,871	–	–	0.27%	89
2015 Q1	$2.56M	Buy	24,871 +3,505	+16%	+$363K	0.25%	89
2014 Q4	$2.23M	Hold	21,366	–	–	0.21%	102
2014 Q3	$2.14M	Buy	+21,366	New	+$2.16M	0.2%	107

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of Hawaii's IWD Position: Q1 2026 in Review

Bank of Hawaii opened a new position in iShares Russell 1000 Value ETF (IWD) in Q1 2026: 1,803 shares worth $385K. The stake represents 0.02% of the portfolio and ranks #186 among its holdings. This is a return to the name: Bank of Hawaii previously reported a position in IWD as recently as Q3 2024.

Bank of Hawaii first reported a position in IWD in Q3 2014 and has held it in 23 quarters since. The position peaked at $2.56M in Q2 2015. 1,899 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Bank of Hawaii held 1,803 shares of iShares Russell 1000 Value ETF worth $385K as of Q1 2026.
iShares Russell 1000 Value ETF was a new Bank of Hawaii position in Q1 2026.
iShares Russell 1000 Value ETF made up 0.02% of Bank of Hawaii's portfolio in Q1 2026, its #186 holding.
Bank of Hawaii first reported a position in iShares Russell 1000 Value ETF in Q3 2014 and has held it in 23 quarters since.
Bank of Hawaii's iShares Russell 1000 Value ETF position peaked at $2.56M in Q2 2015.
1,899 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Bank of Hawaii's 13F filing for Q1 2026, filed 15 May 2026.