Palouse Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Palouse Capital 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	$140K	Hold	577	–	–	0.09%	84
2026 Q1	$123K	Hold	577	–	–	0.08%	83
2025 Q4	$121K	Hold	577	–	–	0.08%	83
2025 Q3	$117K	Hold	577	–	–	0.07%	86
2025 Q2	$112K	Hold	577	–	–	0.07%	83
2025 Q1	$109K	Hold	577	–	–	0.07%	91
2024 Q4	$107K	Buy	+577	New	+$111K	0.07%	93
2024 Q2	–	Sell	-577	Closed	-$103K	–	138
2024 Q1	$103K	Buy	+577	New	+$97.6K	0.07%	97
2016 Q3	–	Sell	-4,050	Closed	-$418K	–	95
2016 Q2	$418K	Hold	4,050	–	–	0.17%	66
2016 Q1	$400K	Buy	+4,050	New	+$379K	0.16%	68

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

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

Palouse Capital Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 577 shares worth $140K. The position accounts for 0.09% of the portfolio, ranked #84.

Palouse Capital Management first reported a position in IWD in Q1 2016 and has held it in 10 quarters since. The position peaked at $418K in Q2 2016. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Palouse Capital Management held 577 shares of iShares Russell 1000 Value ETF worth $140K as of Q2 2026.
Palouse Capital Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.09% of Palouse Capital Management's portfolio in Q2 2026, its #84 holding.
Palouse Capital Management first reported a position in iShares Russell 1000 Value ETF in Q1 2016 and has held it in 10 quarters since.
Palouse Capital Management's iShares Russell 1000 Value ETF position peaked at $418K in Q2 2016.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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