Lutz Financial Services LLC Ishares Russell 1000 Val ETF Transaction History

Lutz Financial Services LLC

$1.38 Billion
Q3 2025

A detailed history of Lutz Financial Services LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 4,200 shares of IWD stock, worth $860,118. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,200

Previous 3,658 14.82%

Holding current value

$860,118

Previous $710,000 20.42%

% of portfolio

0.06%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$192.76 - $203.86 $104,475 - $110,492	542 Added 14.82%	4,200 $855,000
Q2 2025 Jul 29, 2025	SELL	$166.82 - $194.23 $4,504 - $5,244	-27 Reduced 0.73%	3,658 $710,000
Q1 2024 May 03, 2024	SELL	$161.84 - $179.11 $22,657 - $25,075	-140 Reduced 3.66%	3,685 $660,000
Q2 2021 Jul 26, 2021	BUY	$152.86 - $162.4 $50,138 - $53,267	328 Added 9.38%	3,825 $607,000
Q1 2020 Apr 27, 2020	BUY	$85.17 - $138.52 $11,923 - $19,392	140 Added 4.17%	3,497 $347,000

Q2 2019 Aug 13, 2019	SELL	N/A	-41 Reduced 1.21%	3,357 $427,000
Q1 2019 May 06, 2019	SELL	N/A	-31 Reduced 0.9%	3,398 $420,000
Q4 2018 Feb 13, 2019	BUY	N/A	31 Added 0.91%	3,429 $381,000
Q4 2017 Apr 17, 2018	BUY	N/A	3,398	3,398 $423,000

Others Institutions Holding IWD

# of Institutions

1,993

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lutz Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lutz Financial Services LLC with notifications on news.

Account

Lutz Financial Services LLC Ishares Russell 1000 Val ETF Transaction History