Signature Estate & Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-721
| Closed | -$229K | – | 587 |
|
|
2025
Q1 | $229K | Buy |
+721
| New | +$229K | 0.01% | 501 |
|
|
2023
Q1 | – | Sell |
-41,390
| Closed | -$9.13M | – | 186 |
|
|
2022
Q4 | $9.13M | Buy |
+41,390
| New | +$9.13M | 0.33% | 47 |
|
|
2014
Q1 | – | Sell |
-2,475
| Closed | -$274K | – | 63 |
|
|
2013
Q4 | $274K | Buy |
+2,475
| New | +$274K | 0.14% | 49 |
|