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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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
SGAM
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
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mission Wealth Management
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
LA
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.