Bay Capital Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$363K Sell
1,871
-12
-0.6% -$2.33K 0.28% 76
2025
Q1
$354K Sell
1,883
-104
-5% -$19.6K 0.3% 74
2024
Q4
$368K Buy
+1,987
New +$368K 0.3% 75