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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Luts & Greenleigh Group's IWD Position: Q1 2026 in Review

Luts & Greenleigh Group increased its iShares Russell 1000 Value ETF (IWD) stake by 4% in Q1 2026, buying an estimated $73.4K and bringing the position to 8,757 shares worth $1.87M. The position accounts for 1.48% of the portfolio, ranked #11.

Luts & Greenleigh Group first reported a position in IWD in Q4 2022 and has held it in 13 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Luts & Greenleigh Group held 8,757 shares of iShares Russell 1000 Value ETF worth $1.87M as of Q1 2026.
Luts & Greenleigh Group bought 335 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $73.4K.
iShares Russell 1000 Value ETF made up 1.48% of Luts & Greenleigh Group's portfolio in Q1 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 13 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.