Bay Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$341K Sell
1,578
-242
-13% -$52.2K 0.26% 81
2025
Q1
$363K Sell
1,820
-231
-11% -$46.1K 0.3% 73
2024
Q4
$453K Buy
+2,051
New +$453K 0.36% 67