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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Peoples Financial Services Corp's IWD Position: Q1 2026 in Review

Peoples Financial Services Corp increased its iShares Russell 1000 Value ETF (IWD) stake by 252% in Q1 2026, buying an estimated $102K and bringing the position to 652 shares worth $139K. The position accounts for 0.07% of the portfolio, ranked #153.

Peoples Financial Services Corp first reported a position in IWD in Q3 2016 and has held it in 11 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Peoples Financial Services Corp held 652 shares of iShares Russell 1000 Value ETF worth $139K as of Q1 2026.
Peoples Financial Services Corp bought 467 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $102K.
iShares Russell 1000 Value ETF made up 0.07% of Peoples Financial Services Corp's portfolio in Q1 2026, its #153 holding.
Peoples Financial Services Corp first reported a position in iShares Russell 1000 Value ETF in Q3 2016 and has held it in 11 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Peoples Financial Services Corp's 13F filing for Q1 2026, filed 20 Apr 2026.