Peoples Financial Services Corp’s iShares Russell 1000 Value ETF IWD Stock Holding History

Peoples Financial Services Corp’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	$44.8K	Sell	185 -467	-72%	-$109K	0.02%	187
2026 Q1	$139K	Buy	652 +467	+252%	+$102K	0.07%	153
2025 Q4	$38.9K	Hold	185	–	–	0.02%	189
2025 Q3	$37.7K	Hold	185	–	–	0.02%	189
2025 Q2	$35.9K	Hold	185	–	–	0.02%	180
2025 Q1	$34.8K	Hold	185	–	–	0.02%	182
2024 Q4	$34.2K	Hold	185	–	–	0.02%	178
2024 Q3	$35.1K	Hold	185	–	–	0.02%	180
2024 Q2	$32.3K	Buy	+185	New	+$32.3K	0.01%	181
2017 Q3	–	Sell	-122	Closed	-$14K	–	341
2017 Q2	$14K	Hold	122	–	–	0.01%	207
2017 Q1	$14K	Buy	+122	New	+$14K	0.01%	204
2016 Q4	–	Sell	-122	Closed	-$13K	–	319
2016 Q3	$13K	Buy	+122	New	+$12.9K	0.01%	191

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

Peoples Financial Services Corp's IWD Position: Q2 2026 in Review

Peoples Financial Services Corp reduced its iShares Russell 1000 Value ETF (IWD) stake by 72% in Q2 2026, selling an estimated $109K and leaving 185 shares worth $44.8K. The position accounts for 0.02% of the portfolio, ranked #187.

Peoples Financial Services Corp first reported a position in IWD in Q3 2016 and has held it in 12 quarters since. The position peaked at $139K in Q1 2026. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Peoples Financial Services Corp held 185 shares of iShares Russell 1000 Value ETF worth $44.8K as of Q2 2026.
Peoples Financial Services Corp sold 467 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $109K.
iShares Russell 1000 Value ETF made up 0.02% of Peoples Financial Services Corp's portfolio in Q2 2026, its #187 holding.
Peoples Financial Services Corp first reported a position in iShares Russell 1000 Value ETF in Q3 2016 and has held it in 12 quarters since.
Peoples Financial Services Corp's iShares Russell 1000 Value ETF position peaked at $139K in Q1 2026.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Peoples Financial Services Corp's 13F filing for Q2 2026, filed 22 Jul 2026.