Bay Colony Advisors’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
Q3 | $1.27M | Buy |
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|
2025
Q2 | $1.2M | Sell |
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|
2025
Q1 | $1.16M | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $1.05M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Buy |
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|
2022
Q1 | $220K | Buy |
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|
2021
Q4 | $216K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $214K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $215K | Sell |
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|
2019
Q4 | $307K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $69K | Buy |
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