Bel Air Investment 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
2021
Q2
$6.25M Buy
2021
Q1
$5.84M Buy
2013
Q3
$507K Hold
2013
Q2
$493K Buy