Mount Lucas Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.98M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $482K | Sell |
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|
2024
Q1 | $1.55M | Buy |
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|
2023
Q4 | $495K | Sell |
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|
2023
Q3 | $2.15M | Sell |
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|
2023
Q2 | $2.37M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $7.88M | Buy |
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|
2022
Q3 | $2.1M | Buy |
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|
2022
Q2 | $1.98M | Buy |
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|
2022
Q1 | $854K | Buy |
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|
2021
Q4 | $411K | Buy |
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