Signature Estate & Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $625K | Buy |
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|
2025
Q1 | $507K | Buy |
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|
2024
Q4 | $532K | Buy |
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|
2024
Q3 | $461K | Buy |
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|
2024
Q2 | $436K | Buy |
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|
2024
Q1 | $329K | Hold |
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|
2023
Q4 | $299K | Hold |
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|
2023
Q3 | $268K | Sell |
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|
2023
Q2 | $416K | Hold |
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|
2023
Q1 | $385K | Buy |
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|
2022
Q4 | $295K | Sell |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $318K | Buy |
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