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

Berkshire Bank’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 Q2	$248K	Hold	1,022	–	–	0.05%	144
2026 Q1	$218K	Hold	1,022	–	–	0.04%	150
2025 Q4	$215K	Sell	1,022 -121	-11%	-$25K	0.04%	152
2025 Q3	$233K	Hold	1,143	–	–	0.05%	153
2025 Q2	$222K	Sell	1,143 -70	-6%	-$13K	0.05%	155
2025 Q1	$228K	Hold	1,213	–	–	0.06%	147
2024 Q4	$225K	Hold	1,213	–	–	0.05%	151
2024 Q3	$230K	Hold	1,213	–	–	0.05%	148
2024 Q2	$212K	Sell	1,213 -373	-24%	-$65.2K	0.05%	137
2024 Q1	$284K	Sell	1,586 -365	-19%	-$61.8K	0.07%	125
2023 Q4	$322K	Buy	+1,951	New	+$301K	0.09%	116

Other funds holding IWD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Berkshire Bank's IWD Position: Q2 2026 in Review

Berkshire Bank held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,022 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #144.

Berkshire Bank first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $322K in Q4 2023. 1,056 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Berkshire Bank held 1,022 shares of iShares Russell 1000 Value ETF worth $248K as of Q2 2026.
Berkshire Bank left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.05% of Berkshire Bank's portfolio in Q2 2026, its #144 holding.
Berkshire Bank first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
Berkshire Bank's iShares Russell 1000 Value ETF position peaked at $322K in Q4 2023.
1,056 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.