Ownership history in Signify Wealth · 7 quarters on record
This page tracks every 13F SEC filing in which Signify Wealth reported a position in ISHARES TR (IYW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 54,361 | +2,870 | +5.6% | 9.79% | $8.7M | $159.20 |
| 2024 Q3 | REDUCED | 51,491 | -6,486 | -11.2% | 9.57% | $7.8M | $151.26 |
| 2024 Q2 | ADDED | 57,977 | +9,537 | +19.7% | 12.56% | $8.7M | $150.03 |
| 2024 Q1 | ADDED | 48,440 | +4,773 | +10.9% | 10.85% | $6.5M | $134.57 |
As of 2025 Q4 — sorted by position size