Signature Wealth Management Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$255K	Buy	1,314 +6	+0.5%	+$1.17K	0.15%	94
2025 Q1	$246K	Buy	1,308 +85	+7%	+$16K	0.16%	91
2024 Q4	$226K	Buy	1,223 +55	+5%	+$10.2K	0.16%	93
2024 Q3	$222K	Buy	1,168 +6	+0.5%	+$1.14K	0.16%	95
2024 Q2	$203K	Buy	+1,162	New	+$203K	0.15%	99