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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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. 1,556 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.
1,556 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.