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

Umpqua 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	$2.12M	Buy	8,751 +1,083	+14%	+$252K	0.48%	53
2026 Q1	$1.64M	Buy	7,668 +1,714	+29%	+$375K	0.47%	58
2025 Q4	$1.25M	Buy	5,954 +1,160	+24%	+$240K	0.35%	74
2025 Q3	$977K	Buy	4,794 +76	+2%	+$15.1K	0.27%	86
2025 Q2	$923K	Sell	4,718 -146	-3%	-$27K	0.28%	82
2025 Q1	$915K	Buy	4,864 +791	+19%	+$151K	0.32%	80
2024 Q4	$761K	Buy	4,073 +870	+27%	+$167K	0.26%	88
2024 Q3	$608K	Buy	3,203 +1,411	+79%	+$257K	0.22%	99
2024 Q2	$313K	Buy	1,792 +65	+4%	+$11.4K	0.12%	119
2024 Q1	$309K	Buy	+1,727	New	+$292K	0.13%	116

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

Umpqua Bank's IWD Position: Q2 2026 in Review

Umpqua Bank increased its iShares Russell 1000 Value ETF (IWD) stake by 14% in Q2 2026, buying an estimated $252K and bringing the position to 8,751 shares worth $2.12M. The position accounts for 0.48% of the portfolio, ranked #53.

Umpqua Bank first reported a position in IWD in Q1 2024 and has held it in 10 quarters since. 1,953 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Umpqua Bank held 8,751 shares of iShares Russell 1000 Value ETF worth $2.12M as of Q2 2026.
Umpqua Bank bought 1,083 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $252K.
iShares Russell 1000 Value ETF made up 0.48% of Umpqua Bank's portfolio in Q2 2026, its #53 holding.
Umpqua Bank first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 10 quarters since.
1,953 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.