Palisade Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-2,462
| Closed | -$597K | – | 206 |
|
|
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% | -$3.28K | 0.08% | 125 |
|
|
2021
Q4 | $751K | Buy |
4,472
+139
| +3% | +$22.8K | 0.08% | 125 |
|
|
2021
Q3 | $678K | Sell |
4,333
-60
| -1% | -$9.6K | 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
Palisade Asset Management's IWD Position: Q3 2026 in Review
Palisade Asset Management sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2026, closing a stake of 2,462 shares — an estimated $597K sold.
Palisade Asset Management first reported a position in IWD in Q4 2017 and held it in 35 quarters. The position peaked at $839K in Q2 2025. 1,784 funds tracked by Wall St. Rank hold IWD as of Q3 2026.
- Palisade Asset Management reported no remaining iShares Russell 1000 Value ETF position as of Q3 2026 after selling out during the quarter.
- Palisade Asset Management sold 2,462 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $597K.
- Palisade Asset Management first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and held it in 35 quarters.
- Palisade Asset Management's iShares Russell 1000 Value ETF position peaked at $839K in Q2 2025.
- 1,784 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.
Based on Palisade Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.