Signature Estate & 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
2025
Q2
$631K Sell
2025
Q1
$661K Buy
2024
Q4
$530K Buy
2024
Q3
$541K Buy
2024
Q2
$496K Buy
2019
Q1
Sell
2018
Q4
$107K Buy
2018
Q3
$103K Buy
2016
Q4
Sell
2016
Q3
$101K Buy
2016
Q2
Sell
2016
Q1
$106K Buy
2015
Q4
$105K Sell
2015
Q3
$107K Buy
2015
Q2
$113K Buy
2015
Q1
$107K Sell
2014
Q4
$112K Buy