PCM
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Palouse Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Palouse Capital Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-22
Closed -$7.84K – 132
2026
Q1 		$7.84K Hold
22
– – 0.01% 129
2025
Q4 		$8.22K Hold
22
– – 0.01% 141
2025
Q3 		$8.04K Hold
22
– – 0.01% 127
2025
Q2 		$7.47K Hold
22
– – ﹤0.01% 121
2025
Q1 		$6.75K Sell
22
-219
-91% -$70.8K ﹤0.01% 129
2024
Q4 		$77.6K Hold
241
– – 0.05% 108
2024
Q3 		$75.8K Hold
241
– – 0.05% 109
2024
Q2 		$71.7K Hold
241
– – 0.05% 107
2024
Q1 		$69.4K Buy
+241
New +$66.1K 0.05% 112
2021
Q1 		– Sell
-1,100
Closed -$233K – 98
2020
Q4 		$233K Hold
1,100
– – 0.12% 73
2020
Q3 		$206K Buy
+1,100
New +$203K 0.12% 68

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Palouse Capital Management's IWB Position: Q2 2026 in Review

Palouse Capital Management sold out of iShares Russell 1000 ETF (IWB) in Q2 2026, closing a stake of 22 shares — an estimated $7.84K sold.

Palouse Capital Management first reported a position in IWB in Q3 2020 and held it in 11 quarters. The position peaked at $233K in Q4 2020. 442 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Palouse Capital Management reported no remaining iShares Russell 1000 ETF position as of Q2 2026 after selling out during the quarter.
  • Palouse Capital Management sold 22 iShares Russell 1000 ETF shares in Q2 2026, an estimated $7.84K.
  • Palouse Capital Management first reported a position in iShares Russell 1000 ETF in Q3 2020 and held it in 11 quarters.
  • Palouse Capital Management's iShares Russell 1000 ETF position peaked at $233K in Q4 2020.
  • 442 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.