Signature Estate & Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $625K | Buy |
1,842
+189
| +11% | +$64.2K | 0.01% | 317 |
|
|
2025
Q1 | $507K | Buy |
1,653
+1
| +0.1% | +$307 | 0.01% | 331 |
|
|
2024
Q4 | $532K | Buy |
1,652
+187
| +13% | +$60.2K | 0.01% | 315 |
|
|
2024
Q3 | $461K | Buy |
1,465
+1
| +0.1% | +$314 | 0.01% | 320 |
|
|
2024
Q2 | $436K | Buy |
1,464
+323
| +28% | +$96.1K | 0.01% | 316 |
|
|
2024
Q1 | $329K | Hold |
1,141
| – | – | 0.01% | 134 |
|
|
2023
Q4 | $299K | Hold |
1,141
| – | – | 0.01% | 147 |
|
|
2023
Q3 | $268K | Sell |
1,141
-567
| -33% | -$133K | 0.01% | 146 |
|
|
2023
Q2 | $416K | Hold |
1,708
| – | – | 0.01% | 133 |
|
|
2023
Q1 | $385K | Buy |
1,708
+308
| +22% | +$69.4K | 0.01% | 132 |
|
|
2022
Q4 | $295K | Sell |
1,400
-110
| -7% | -$23.2K | 0.01% | 152 |
|
|
2022
Q3 | $298K | Sell |
1,510
-21
| -1% | -$4.14K | 0.01% | 138 |
|
|
2022
Q2 | $318K | Buy |
+1,531
| New | +$318K | 0.02% | 136 |
|