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 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%	-$42.9K	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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Mechanics Bank - Trust Department's IWD Position: Q2 2026 in Review

Mechanics Bank - Trust Department increased its iShares Russell 1000 Value ETF (IWD) stake by 6.6% in Q2 2026, buying an estimated $21K and bringing the position to 1,448 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #173.

Mechanics Bank - Trust Department first reported a position in IWD in Q1 2024 and has held it in 10 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Mechanics Bank - Trust Department held 1,448 shares of iShares Russell 1000 Value ETF worth $351K as of Q2 2026.
Mechanics Bank - Trust Department bought 90 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $21K.
iShares Russell 1000 Value ETF made up 0.04% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #173 holding.
Mechanics Bank - Trust Department first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 10 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.