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

Pennsylvania 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 		$267K Buy
+1,103
New +$257K 0.07% 104

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

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

Pennsylvania Capital Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 1,103 shares worth $267K. The stake represents 0.07% of the portfolio and ranks #104 among its holdings.

1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Pennsylvania Capital Management held 1,103 shares of iShares Russell 1000 Value ETF worth $267K as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new Pennsylvania Capital Management position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.07% of Pennsylvania Capital Management's portfolio in Q2 2026, its #104 holding.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.