SignatureFD’s iShares Russell 3000 ETF IWV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-446	Closed	-$173K	–	3538
2025 Q4	$173K	Hold	446	–	–	﹤0.01%	1047
2025 Q3	$169K	Sell	446 -1	-0.2%	-$365	﹤0.01%	1032
2025 Q2	$157K	Sell	447 -21	-4%	-$6.82K	﹤0.01%	1023
2025 Q1	$149K	Buy	468 +21	+5%	+$7.04K	﹤0.01%	1018
2024 Q4	$149K	Hold	447	–	–	﹤0.01%	1016
2024 Q3	$146K	Sell	447 -21	-4%	-$6.61K	﹤0.01%	1023
2024 Q2	$144K	Sell	468 -87	-16%	-$26K	﹤0.01%	980
2024 Q1	$167K	Hold	555	–	–	﹤0.01%	912
2023 Q4	$152K	Hold	555	–	–	﹤0.01%	917
2023 Q3	$136K	Hold	555	–	–	﹤0.01%	895
2023 Q2	$141K	Hold	555	–	–	﹤0.01%	884
2023 Q1	$131K	Hold	555	–	–	﹤0.01%	905
2022 Q4	$122K	Hold	555	–	–	﹤0.01%	905
2022 Q3	$115K	Hold	555	–	–	﹤0.01%	892
2022 Q2	$121K	Hold	555	–	–	﹤0.01%	891
2022 Q1	$146K	Hold	555	–	–	﹤0.01%	858
2021 Q4	$154K	Hold	555	–	–	﹤0.01%	827
2021 Q3	$141K	Sell	555 -708	-56%	-$185K	﹤0.01%	832
2021 Q2	$323K	Hold	1,263	–	–	0.01%	496
2021 Q1	$300K	Sell	1,263 -1,566	-55%	-$364K	0.01%	452
2020 Q4	$632K	Hold	2,829	–	–	0.03%	214
2020 Q3	$554K	Hold	2,829	–	–	0.03%	217
2020 Q2	$509K	Sell	2,829 -987	-26%	-$167K	0.03%	214
2020 Q1	$566K	Hold	3,816	–	–	0.05%	172
2019 Q4	$719K	Buy	3,816 +288	+8%	+$51.9K	0.05%	168
2019 Q3	$613K	Buy	+3,528	New	+$612K	0.05%	164
2019 Q2	–	Sell	-9	Closed	-$2K	–	2104
2019 Q1	$2K	Buy	+9	New	+$1.44K	﹤0.01%	1781