Luts & Greenleigh Group
IWD icon

Luts & Greenleigh Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Luts & Greenleigh Group’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
Q3 		$2.15M Sell
8,654
-108
-1% -$27.3K 1.56% 11
2026
Q2 		$2.12M Buy
8,762
+5
+0.1% +$1.16K 1.61% 12
2026
Q1 		$1.87M Buy
8,757
+335
+4% +$73.4K 1.48% 11
2025
Q4 		$1.77M Buy
8,422
+32
+0.4% +$6.61K 1.51% 13
2025
Q3 		$1.71M Sell
8,390
-30
-0.4% -$5.97K 1.53% 13
2025
Q2 		$1.64M Buy
8,420
+392
+5% +$72.6K 1.57% 13
2025
Q1 		$1.51M Sell
8,028
-90
-1% -$17.1K 1.5% 14
2024
Q4 		$1.5M Buy
8,118
+115
+1% +$22.1K 1.48% 12
2024
Q3 		$1.52M Buy
8,003
+150
+2% +$27.3K 1.46% 14
2024
Q2 		$1.37M Buy
+7,853
New +$1.37M 1.43% 15
2023
Q4 		$1.3M Sell
7,853
-280
-3% -$43.2K 1.64% 10
2023
Q3 		$1.23M Sell
8,133
-1,423
-15% -$226K 1.53% 11
2023
Q2 		$1.51M Buy
9,556
+445
+5% +$68K 1.86% 10
2023
Q1 		$1.39M Buy
9,111
+707
+8% +$109K 1.76% 11
2022
Q4 		$1.27M Buy
+8,404
New +$1.26M 1.61% 12

Other funds holding IWD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.8B AUM 20.98% 1-Year Est. Return

Luts & Greenleigh Group's IWD Position: Q3 2026 in Review

Luts & Greenleigh Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.2% in Q3 2026, selling an estimated $27.3K and leaving 8,654 shares worth $2.15M. The position accounts for 1.56% of the portfolio, ranked #11.

Luts & Greenleigh Group first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. 1,784 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Luts & Greenleigh Group held 8,654 shares of iShares Russell 1000 Value ETF worth $2.15M as of Q3 2026.
  • Luts & Greenleigh Group sold 108 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $27.3K.
  • iShares Russell 1000 Value ETF made up 1.56% of Luts & Greenleigh Group's portfolio in Q3 2026, its #11 holding.
  • Luts & Greenleigh Group first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,784 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Luts & Greenleigh Group's 13F filing for Q3 2026, filed 5 Nov 2026.