Lunt Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$582K Hold
2025
Q1
$563K Sell
2024
Q4
$614K Sell
2024
Q3
$668K Hold
2024
Q2
$614K Hold
2024
Q1
$630K Hold
2023
Q4
$582K Hold
2023
Q3
$534K Hold
2023
Q2
$556K Buy