Piscataqua Savings Bank’s iShares Russell 1000 Value ETF IWD Stock Holding History

Piscataqua Savings Bank’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	$70.3K	Hold	290	–	–	0.05%	171
2026 Q1	$62K	Hold	290	–	–	0.04%	182
2025 Q4	$61K	Hold	290	–	–	0.04%	180
2025 Q3	$59K	Hold	290	–	–	0.05%	154
2025 Q2	$56.3K	Hold	290	–	–	0.05%	154
2025 Q1	$54.6K	Hold	290	–	–	0.05%	155
2024 Q4	$53.7K	Hold	290	–	–	0.05%	151
2024 Q3	$55K	Hold	290	–	–	0.05%	155
2024 Q2	$50.6K	Hold	290	–	–	0.04%	152
2024 Q1	$51.9K	Hold	290	–	–	0.05%	156
2023 Q4	$47.9K	Hold	290	–	–	0.04%	158
2023 Q3	$44K	Hold	290	–	–	0.04%	162
2023 Q2	$45.8K	Sell	290 -100	-26%	-$15.3K	0.04%	162
2023 Q1	$59.4K	Hold	390	–	–	0.05%	144
2022 Q4	$59.1K	Hold	390	–	–	0.05%	142
2022 Q3	$53K	Hold	390	–	–	0.05%	138
2022 Q2	$57K	Buy	390 +130	+50%	+$20.3K	0.05%	139
2022 Q1	$43K	Hold	260	–	–	0.03%	177
2021 Q4	$44K	Hold	260	–	–	0.03%	175
2021 Q3	$41K	Hold	260	–	–	0.04%	173
2021 Q2	$41K	Hold	260	–	–	0.04%	173
2021 Q1	$39K	Buy	+260	New	+$37.6K	0.03%	173

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

Piscataqua Savings Bank's IWD Position: Q2 2026 in Review

Piscataqua Savings Bank held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 290 shares worth $70.3K. The position accounts for 0.05% of the portfolio, ranked #171.

Piscataqua Savings Bank first reported a position in IWD in Q1 2021 and has held it in 22 quarters since. 613 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Piscataqua Savings Bank held 290 shares of iShares Russell 1000 Value ETF worth $70.3K as of Q2 2026.
Piscataqua Savings Bank left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.05% of Piscataqua Savings Bank's portfolio in Q2 2026, its #171 holding.
Piscataqua Savings Bank first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 22 quarters since.
613 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Piscataqua Savings Bank's 13F filing for Q2 2026, filed 9 Jul 2026.