Bayesian Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,262
| Closed | -$539K | – | 944 |
|
|
2023
Q4 | $539K | Buy |
+3,262
| New | +$539K | 0.06% | 364 |
|
|
2022
Q4 | – | Sell |
-6,021
| Closed | -$819K | – | 900 |
|
|
2022
Q3 | $819K | Buy |
+6,021
| New | +$819K | 0.17% | 170 |
|
|
2021
Q1 | – | Sell |
-3,200
| Closed | -$438K | – | 612 |
|
|
2020
Q4 | $438K | Buy |
3,200
+1,000
| +45% | +$137K | 0.11% | 232 |
|
|
2020
Q3 | $260K | Buy |
+2,200
| New | +$260K | 0.06% | 380 |
|
|
2020
Q1 | – | Sell |
-2,729
| Closed | -$372K | – | 872 |
|
|
2019
Q4 | $372K | Buy |
+2,729
| New | +$372K | 0.06% | 374 |
|