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

Lunt Capital Management’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	$726K	Hold	2,994	–	–	0.27%	55
2026 Q1	$640K	Hold	2,994	–	–	0.25%	60
2025 Q4	$630K	Hold	2,994	–	–	0.24%	59
2025 Q3	$610K	Hold	2,994	–	–	0.23%	63
2025 Q2	$582K	Hold	2,994	–	–	0.22%	61
2025 Q1	$563K	Sell	2,994 -320	-10%	-$60.9K	0.21%	59
2024 Q4	$614K	Sell	3,314 -206	-6%	-$39.5K	0.24%	53
2024 Q3	$668K	Hold	3,520	–	–	0.31%	49
2024 Q2	$614K	Hold	3,520	–	–	0.3%	52
2024 Q1	$630K	Hold	3,520	–	–	0.31%	52
2023 Q4	$582K	Hold	3,520	–	–	0.3%	58
2023 Q3	$534K	Hold	3,520	–	–	0.28%	51
2023 Q2	$556K	Buy	+3,520	New	+$538K	0.3%	51

Other funds holding IWD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

Lunt Capital Management's IWD Position: Q2 2026 in Review

Lunt Capital Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,994 shares worth $726K. The position accounts for 0.27% of the portfolio, ranked #55.

Lunt Capital Management first reported a position in IWD in Q2 2023 and has held it in 13 quarters since. 998 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Lunt Capital Management held 2,994 shares of iShares Russell 1000 Value ETF worth $726K as of Q2 2026.
Lunt Capital Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.27% of Lunt Capital Management's portfolio in Q2 2026, its #55 holding.
Lunt Capital Management first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and has held it in 13 quarters since.
998 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Lunt Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.