Mechanics Bank - Trust Department’s iShares Russell 1000 Value ETF IWD Stock Holding History

Mechanics Bank - Trust Department’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	$359K	Hold	1,448	–	–	0.05%	166
2026 Q2	$351K	Buy	1,448 +90	+7%	+$21K	0.04%	173
2026 Q1	$290K	Sell	1,358 -42	-3%	-$9.2K	0.04%	178
2025 Q4	$294K	Hold	1,400	–	–	0.04%	181
2025 Q3	$285K	Hold	1,400	–	–	0.04%	184
2025 Q2	$272K	Hold	1,400	–	–	0.04%	190
2025 Q1	$263K	Sell	1,400 -225	-14%	-$42.8K	0.04%	200
2024 Q4	$301K	Hold	1,625	–	–	0.04%	185
2024 Q3	$308K	Hold	1,625	–	–	0.04%	180
2024 Q2	$284K	Sell	1,625 -60	-4%	-$10.5K	0.04%	181
2024 Q1	$302K	Buy	+1,685	New	+$285K	0.04%	168

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

PWM

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

Mechanics Bank - Trust Department's IWD Position: Q3 2026 in Review

Mechanics Bank - Trust Department held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 1,448 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #166.

Mechanics Bank - Trust Department first reported a position in IWD in Q1 2024 and has held it in 11 quarters since. 358 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Mechanics Bank - Trust Department held 1,448 shares of iShares Russell 1000 Value ETF worth $359K as of Q3 2026.
Mechanics Bank - Trust Department left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
iShares Russell 1000 Value ETF made up 0.05% of Mechanics Bank - Trust Department's portfolio in Q3 2026, its #166 holding.
Mechanics Bank - Trust Department first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 11 quarters since.
358 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q3 2026, filed 13 Oct 2026.