Lunt Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Hold |
2,994
| – | – | 0.22% | 61 |
|
|
2025
Q1 | $563K | Sell |
2,994
-320
| -10% | -$60.2K | 0.21% | 59 |
|
|
2024
Q4 | $614K | Sell |
3,314
-206
| -6% | -$38.1K | 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 | +$556K | 0.3% | 51 |
|