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

Eastern 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	$7.98M	Buy	32,906 +656	+2%	+$153K	0.12%	110
2026 Q1	$6.89M	Sell	32,250 -1,262	-4%	-$276K	0.12%	117
2025 Q4	$7.05M	Buy	33,512 +360	+1%	+$74.4K	0.12%	103
2025 Q3	$6.75M	Buy	33,152 +594	+2%	+$118K	0.12%	98
2025 Q2	$6.32M	Sell	32,558 -441	-1%	-$81.7K	0.12%	98
2025 Q1	$6.21M	Sell	32,999 -349	-1%	-$66.5K	0.12%	108
2024 Q4	$6.17M	Buy	33,348 +360	+1%	+$69.1K	0.11%	122
2024 Q3	$6.26M	Buy	32,988 +24,189	+275%	+$4.41M	0.11%	131
2024 Q2	$1.54M	Sell	8,799 -5,234	-37%	-$915K	0.06%	121
2024 Q1	$2.51M	Sell	14,033 -269,541	-95%	-$45.6M	0.1%	112
2023 Q4	$46.9M	Buy	283,574 +2,453	+0.9%	+$379K	2.13%	8
2023 Q3	$42.7M	Buy	281,121 +608	+0.2%	+$96.4K	2.12%	8
2023 Q2	$44.3M	Sell	280,513 -663	-0.2%	-$101K	2.11%	7
2023 Q1	$42.8M	Buy	281,176 +17,068	+6%	+$2.64M	2.15%	6
2022 Q4	$40.1M	Sell	264,108 -5,724	-2%	-$857K	2.14%	6
2022 Q3	$36.7M	Buy	269,832 +6,763	+3%	+$1.02M	2.09%	6
2022 Q2	$38.1M	Buy	263,069 +62,776	+31%	+$9.82M	2.03%	7
2022 Q1	$33.2M	Buy	200,293 +30,991	+18%	+$5.09M	1.54%	15
2021 Q4	$28.4M	Buy	169,302 +7,863	+5%	+$1.29M	1.24%	23
2021 Q3	$25.3M	Buy	161,439 +2,400	+2%	+$385K	1.22%	27
2021 Q2	$25.2M	Buy	159,039 +4,085	+3%	+$647K	1.24%	25
2021 Q1	$23.5M	Buy	+154,954	New	+$22.4M	1.27%	24
2020 Q1	–	Sell	-1,876	Closed	-$256K	–	188
2019 Q4	$256K	Hold	1,876	–	–	0.01%	172
2019 Q3	$241K	Hold	1,876	–	–	0.02%	172
2019 Q2	$239K	Buy	1,876 +16	+0.9%	+$2K	0.02%	180
2019 Q1	$230K	Hold	1,860	–	–	0.02%	183
2018 Q4	$207K	Hold	1,860	–	–	0.02%	185
2018 Q3	$236K	Hold	1,860	–	–	0.02%	191
2018 Q2	$226K	Hold	1,860	–	–	0.02%	190
2018 Q1	$223K	Hold	1,860	–	–	0.02%	196
2017 Q4	$231K	Hold	1,860	–	–	0.02%	192
2017 Q3	$220K	Sell	1,860 -1,300	-41%	-$151K	0.02%	201
2017 Q2	$368K	Hold	3,160	–	–	0.03%	162
2017 Q1	$363K	Hold	3,160	–	–	0.03%	163
2016 Q4	$354K	Hold	3,160	–	–	0.03%	156
2016 Q3	$334K	Hold	3,160	–	–	0.03%	158
2016 Q2	$326K	Hold	3,160	–	–	0.03%	160
2016 Q1	$312K	Hold	3,160	–	–	0.03%	164
2015 Q4	$309K	Hold	3,160	–	–	0.03%	169
2015 Q3	$295K	Hold	3,160	–	–	0.03%	170
2015 Q2	$326K	Hold	3,160	–	–	0.03%	161
2015 Q1	$326K	Hold	3,160	–	–	0.03%	168
2014 Q4	$329K	Hold	3,160	–	–	0.03%	176
2014 Q3	$316K	Hold	3,160	–	–	0.03%	169
2014 Q2	$320K	Hold	3,160	–	–	0.03%	173
2014 Q1	$305K	Hold	3,160	–	–	0.03%	176
2013 Q4	$298K	Hold	3,160	–	–	0.03%	165
2013 Q3	$272K	Hold	3,160	–	–	0.02%	180
2013 Q2	$265K	Buy	+3,160	New	+$263K	0.02%	175

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Eastern Bank's IWD Position: Q2 2026 in Review

Eastern Bank increased its iShares Russell 1000 Value ETF (IWD) stake by 2% in Q2 2026, buying an estimated $153K and bringing the position to 32,906 shares worth $7.98M. The position accounts for 0.12% of the portfolio, ranked #110.

Eastern Bank first reported a position in IWD in Q2 2013 and has held it in 49 quarters since. The position peaked at $46.9M in Q4 2023. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Eastern Bank held 32,906 shares of iShares Russell 1000 Value ETF worth $7.98M as of Q2 2026.
Eastern Bank bought 656 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $153K.
iShares Russell 1000 Value ETF made up 0.12% of Eastern Bank's portfolio in Q2 2026, its #110 holding.
Eastern Bank first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 49 quarters since.
Eastern Bank's iShares Russell 1000 Value ETF position peaked at $46.9M in Q4 2023.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.