BMC
Bear Mountain Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.7K | Sell |
259
-573
| -69% | -$112K | 0.02% | 65 |
|
|
2025
Q1 | $151K | Hold |
832
| – | – | 0.06% | 40 |
|
|
2024
Q4 | $161K | Sell |
832
-20
| -2% | -$3.88K | 0.06% | 38 |
|
|
2024
Q3 | $163K | Sell |
852
-31
| -4% | -$5.95K | 0.06% | 44 |
|
|
2024
Q2 | $158K | Hold |
883
| – | – | 0.06% | 45 |
|
|
2024
Q1 | $150K | Sell |
883
-3
| -0.3% | -$508 | 0.06% | 46 |
|
|
2023
Q4 | $144K | Buy |
+886
| New | +$144K | 0.06% | 47 |
|