Palisade Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Palisade Asset Management’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	$597K	Buy	2,462 +125	+5%	+$29.1K	0.06%	146
2026 Q1	$499K	Buy	2,337 +1	+0%	+$219	0.05%	149
2025 Q4	$491K	Hold	2,336	–	–	0.05%	145
2025 Q3	$476K	Sell	2,336 -1,984	-46%	-$395K	0.04%	151
2025 Q2	$839K	Hold	4,320	–	–	0.08%	124
2025 Q1	$813K	Buy	4,320 +1	+0%	+$190	0.08%	125
2024 Q4	$800K	Buy	4,319 +1	+0%	+$192	0.08%	126
2024 Q3	$820K	Buy	4,318 +1	+0%	+$182	0.08%	128
2024 Q2	$753K	Hold	4,317	–	–	0.08%	132
2024 Q1	$773K	Buy	4,317 +1	+0%	+$169	0.08%	134
2023 Q4	$713K	Sell	4,316 -137	-3%	-$21.2K	0.08%	132
2023 Q3	$676K	Hold	4,453	–	–	0.08%	129
2023 Q2	$703K	Hold	4,453	–	–	0.08%	129
2023 Q1	$678K	Buy	4,453 +1	+0%	+$154	0.08%	129
2022 Q4	$675K	Hold	4,452	–	–	0.08%	134
2022 Q3	$605K	Hold	4,452	–	–	0.08%	127
2022 Q2	$645K	Hold	4,452	–	–	0.08%	127
2022 Q1	$739K	Sell	4,452 -20	-0.4%	-$3.29K	0.08%	125
2021 Q4	$751K	Buy	4,472 +139	+3%	+$22.8K	0.08%	125
2021 Q3	$678K	Sell	4,333 -60	-1%	-$9.62K	0.08%	124
2021 Q2	$697K	Hold	4,393	–	–	0.08%	121
2021 Q1	$666K	Hold	4,393	–	–	0.09%	124
2020 Q4	$601K	Hold	4,393	–	–	0.08%	127
2020 Q3	$519K	Hold	4,393	–	–	0.08%	128
2020 Q2	$495K	Hold	4,393	–	–	0.08%	128
2020 Q1	$436K	Hold	4,393	–	–	0.08%	127
2019 Q4	$600K	Hold	4,393	–	–	0.09%	126
2019 Q3	$563K	Hold	4,393	–	–	0.09%	127
2019 Q2	$559K	Hold	4,393	–	–	0.09%	123
2019 Q1	$542K	Hold	4,393	–	–	0.09%	128
2018 Q4	$488K	Sell	4,393 -64	-1%	-$7.67K	0.07%	120
2018 Q3	$564K	Sell	4,457 -90	-2%	-$11.3K	0.07%	119
2018 Q2	$552K	Hold	4,547	–	–	0.08%	120
2018 Q1	$545K	Sell	4,547 -160	-3%	-$19.9K	0.08%	120
2017 Q4	$585K	Buy	+4,707	New	+$570K	0.09%	117

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Palisade Asset Management's IWD Position: Q2 2026 in Review

Palisade Asset Management increased its iShares Russell 1000 Value ETF (IWD) stake by 5.3% in Q2 2026, buying an estimated $29.1K and bringing the position to 2,462 shares worth $597K. The position accounts for 0.06% of the portfolio, ranked #146.

Palisade Asset Management first reported a position in IWD in Q4 2017 and has held it in 35 quarters since. The position peaked at $839K in Q2 2025. 622 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Palisade Asset Management held 2,462 shares of iShares Russell 1000 Value ETF worth $597K as of Q2 2026.
Palisade Asset Management bought 125 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $29.1K.
iShares Russell 1000 Value ETF made up 0.06% of Palisade Asset Management's portfolio in Q2 2026, its #146 holding.
Palisade Asset Management first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 35 quarters since.
Palisade Asset Management's iShares Russell 1000 Value ETF position peaked at $839K in Q2 2025.
622 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.