Perkins Coie Trust Company’s iShares Russell 1000 Value ETF IWD Stock Holding History

Perkins Coie Trust Company’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	$524K	Hold	2,162	–	–	0.09%	78
2026 Q1	$462K	Hold	2,162	–	–	0.09%	75
2025 Q4	$455K	Hold	2,162	–	–	0.08%	75
2025 Q3	$440K	Buy	2,162 +1,503	+228%	+$299K	0.08%	75
2025 Q2	$128K	Buy	659 +534	+427%	+$98.9K	0.02%	141
2025 Q1	$23.5K	Hold	125	–	–	0.01%	219
2024 Q4	$23.1K	Hold	125	–	–	0.01%	210
2024 Q3	$23.7K	Hold	125	–	–	0.01%	216
2024 Q2	$21.8K	Hold	125	–	–	0.01%	214
2024 Q1	$22.4K	Hold	125	–	–	0.01%	185
2023 Q4	$20.7K	Sell	125 -23	-16%	-$3.55K	0.01%	187
2023 Q3	$22.5K	Buy	148 +23	+18%	+$3.65K	0.01%	190
2023 Q2	$19.7K	Hold	125	–	–	0.01%	157
2023 Q1	$19K	Hold	125	–	–	0.01%	168
2022 Q4	$19K	Hold	125	–	–	0.01%	164
2022 Q3	$17K	Hold	125	–	–	0.01%	174
2022 Q2	$18K	Hold	125	–	–	0.01%	169
2022 Q1	$21K	Hold	125	–	–	0.01%	175
2021 Q4	$21K	Hold	125	–	–	0.01%	172
2021 Q3	$20K	Hold	125	–	–	0.01%	184
2021 Q2	$20K	Hold	125	–	–	0.01%	196
2021 Q1	$19K	Hold	125	–	–	0.01%	188
2020 Q4	$17K	Hold	125	–	–	0.01%	197
2020 Q3	$15K	Hold	125	–	–	0.01%	191
2020 Q2	$14K	Sell	125 -52	-29%	-$5.72K	0.01%	204
2020 Q1	$18K	Hold	177	–	–	0.01%	210
2019 Q4	$24K	Hold	177	–	–	0.01%	213
2019 Q3	$23K	Hold	177	–	–	0.01%	215
2019 Q2	$23K	Hold	177	–	–	0.01%	212
2019 Q1	$22K	Hold	177	–	–	0.01%	213
2018 Q4	$20K	Hold	177	–	–	0.01%	214
2018 Q3	$22K	Hold	177	–	–	0.01%	223
2018 Q2	$21K	Hold	177	–	–	0.01%	225
2018 Q1	$21K	Hold	177	–	–	0.01%	228
2017 Q4	$22K	Hold	177	–	–	0.01%	224
2017 Q3	$21K	Hold	177	–	–	0.01%	226
2017 Q2	$21K	Hold	177	–	–	0.01%	227
2017 Q1	$20K	Hold	177	–	–	0.01%	219
2016 Q4	$20K	Hold	177	–	–	0.01%	222
2016 Q3	$19K	Hold	177	–	–	0.01%	189
2016 Q2	$18K	Hold	177	–	–	0.01%	185
2016 Q1	$17K	Hold	177	–	–	0.01%	190
2015 Q4	$17K	Hold	177	–	–	0.01%	180
2015 Q3	$17K	Hold	177	–	–	0.01%	181
2015 Q2	$18K	Hold	177	–	–	0.01%	188
2015 Q1	$18K	Hold	177	–	–	0.01%	186
2014 Q4	$18K	Hold	177	–	–	0.01%	174
2014 Q3	$18K	Buy	+177	New	+$17.9K	0.02%	175

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Perkins Coie Trust Company's IWD Position: Q2 2026 in Review

Perkins Coie Trust Company held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,162 shares worth $524K. The position accounts for 0.09% of the portfolio, ranked #78.

Perkins Coie Trust Company first reported a position in IWD in Q3 2014 and has held it in 48 quarters since. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Perkins Coie Trust Company held 2,162 shares of iShares Russell 1000 Value ETF worth $524K as of Q2 2026.
Perkins Coie Trust Company left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.09% of Perkins Coie Trust Company's portfolio in Q2 2026, its #78 holding.
Perkins Coie Trust Company first reported a position in iShares Russell 1000 Value ETF in Q3 2014 and has held it in 48 quarters since.
695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.