Bayesian Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bayesian Capital Management’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,262	Closed	-$539K	–	944
2023 Q4	$539K	Buy	+3,262	New	+$504K	0.06%	364
2022 Q4	–	Sell	-6,021	Closed	-$819K	–	900
2022 Q3	$819K	Buy	+6,021	New	+$905K	0.17%	170
2021 Q1	–	Sell	-3,200	Closed	-$438K	–	612
2020 Q4	$438K	Buy	3,200 +1,000	+45%	+$128K	0.11%	232
2020 Q3	$260K	Buy	+2,200	New	+$261K	0.06%	380
2020 Q1	–	Sell	-2,729	Closed	-$372K	–	872
2019 Q4	$372K	Buy	+2,729	New	+$360K	0.06%	374

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bayesian Capital Management's IWD Position: Q1 2024 in Review

Bayesian Capital Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2024, closing a stake of 3,262 shares — an estimated $539K sold.

Bayesian Capital Management first reported a position in IWD in Q4 2019 and held it in 5 quarters. The position peaked at $819K in Q3 2022. 1,540 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

Bayesian Capital Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2024 after selling out during the quarter.
Bayesian Capital Management sold 3,262 iShares Russell 1000 Value ETF shares in Q1 2024, an estimated $539K.
Bayesian Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and held it in 5 quarters.
Bayesian Capital Management's iShares Russell 1000 Value ETF position peaked at $819K in Q3 2022.
1,540 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on Bayesian Capital Management's 13F filing for Q1 2024, filed 15 May 2024.