MBTD
Mechanics Bank - Trust Department’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Hold |
1,400
| – | – | 0.04% | 190 |
|
|
2025
Q1 | $263K | Sell |
1,400
-225
| -14% | -$42.3K | 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 | +$302K | 0.04% | 168 |
|