Gryphon Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.81M Sell
2025
Q2
$2.61M Buy
2025
Q1
$2.25M Sell
2024
Q4
$2.5M Buy
2024
Q3
$2.25M Buy
2024
Q2
$1.81M Buy
2024
Q1
$1.77M Buy
2023
Q4
$1.44M Buy
2018
Q3
Sell
2018
Q2
$123K Hold
2018
Q1
$114K Hold
2017
Q4
$114K Buy