Mount Lucas Management
IWD icon

Mount Lucas Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Mount Lucas Management’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 		$2.98M Buy
12,020
+6,249
+108% +$1.58M 0.9% 18
2026
Q2 		$1.4M Sell
5,771
-6,054
-51% -$1.41M 0.5% 54
2026
Q1 		$2.53M Buy
11,825
+3,418
+41% +$749K 0.93% 26
2025
Q4 		$1.77M Buy
+8,407
New +$1.74M 0.71% 41
2025
Q1 		– Sell
-10,710
Closed -$1.98M – 173
2024
Q4 		$1.98M Buy
+10,710
New +$2.05M 0.69% 28
2024
Q3 		– Sell
-2,762
Closed -$482K – 152
2024
Q2 		$482K Sell
2,762
-5,909
-68% -$1.03M 0.14% 121
2024
Q1 		$1.55M Buy
8,671
+5,676
+190% +$960K 0.42% 77
2023
Q4 		$495K Sell
2,995
-11,198
-79% -$1.73M 0.14% 119
2023
Q3 		$2.15M Sell
14,193
-812
-5% -$129K 0.76% 55
2023
Q2 		$2.37M Buy
+15,005
New +$2.29M 0.79% 58
2023
Q1 		– Sell
-51,963
Closed -$7.88M – 118
2022
Q4 		$7.88M Buy
51,963
+36,561
+237% +$5.47M 2.58% 4
2022
Q3 		$2.1M Buy
15,402
+1,729
+13% +$260K 0.72% 43
2022
Q2 		$1.98M Buy
13,673
+8,528
+166% +$1.33M 0.66% 53
2022
Q1 		$854K Buy
5,145
+2,695
+110% +$443K 0.25% 79
2021
Q4 		$411K Buy
+2,450
New +$401K 0.12% 112

Other funds holding IWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Mount Lucas Management's IWD Position: Q3 2026 in Review

Mount Lucas Management increased its iShares Russell 1000 Value ETF (IWD) stake by 108% in Q3 2026, buying an estimated $1.58M and bringing the position to 12,020 shares worth $2.98M. The position accounts for 0.9% of the portfolio, ranked #18.

Mount Lucas Management first reported a position in IWD in Q4 2021 and has held it in 15 quarters since. The position peaked at $7.88M in Q4 2022. 1,450 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Mount Lucas Management held 12,020 shares of iShares Russell 1000 Value ETF worth $2.98M as of Q3 2026.
  • Mount Lucas Management bought 6,249 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $1.58M.
  • iShares Russell 1000 Value ETF made up 0.9% of Mount Lucas Management's portfolio in Q3 2026, its #18 holding.
  • Mount Lucas Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 15 quarters since.
  • Mount Lucas Management's iShares Russell 1000 Value ETF position peaked at $7.88M in Q4 2022.
  • 1,450 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Mount Lucas Management's 13F filing for Q3 2026, filed 9 Nov 2026.