Signature Wealth Management Partners’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
Q3
$269K Buy
2025
Q2
$255K Buy
2025
Q1
$246K Buy
2024
Q4
$226K Buy
2024
Q3
$222K Buy
2024
Q2
$203K Buy