SYM Financial Corp’s iShares Russell 1000 ETF IWB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$60.3K	Hold	178	–	–	0.01%	354
2025 Q1	$54.5K	Hold	178	–	–	0.01%	309
2024 Q4	$57.2K	Hold	178	–	–	0.01%	277
2024 Q3	$55.8K	Hold	178	–	–	0.01%	219
2024 Q2	$52.8K	Hold	178	–	–	0.01%	203
2024 Q1	$51.1K	Hold	178	–	–	0.01%	129
2023 Q4	$46.6K	Buy	178 +1	+0.6%	+$262	0.01%	137
2023 Q3	$41.5K	Hold	177	–	–	0.01%	133
2023 Q2	$43.1K	Buy	177 +1	+0.6%	+$243	0.01%	85
2023 Q1	$39.7K	Hold	176	–	–	0.01%	81
2022 Q4	$37K	Buy	176 +2	+1%	+$420	0.01%	89
2022 Q3	$34K	Hold	174	–	–	0.02%	81
2022 Q2	$36K	Hold	174	–	–	0.02%	83
2022 Q1	$43K	Buy	174 +1	+0.6%	+$247	0.02%	84
2021 Q4	$46K	Hold	173	–	–	0.02%	79
2021 Q3	$42K	Hold	173	–	–	0.02%	85
2021 Q2	$42K	Hold	173	–	–	0.02%	73
2021 Q1	$39K	Hold	173	–	–	0.02%	71
2020 Q4	$37K	Hold	173	–	–	0.03%	63
2020 Q3	$32K	Sell	173 -28	-14%	-$5.18K	0.02%	55
2020 Q2	$35K	Sell	201 -405	-67%	-$70.5K	0.03%	50
2020 Q1	$86K	Hold	606	–	–	0.09%	47
2019 Q4	$108K	Hold	606	–	–	0.07%	57
2019 Q3	$100K	Hold	606	–	–	0.07%	49
2019 Q2	$99K	Sell	606 -187	-24%	-$30.6K	0.06%	51
2019 Q1	$125K	Hold	793	–	–	0.08%	45
2018 Q4	$110K	Hold	793	–	–	0.04%	50
2018 Q3	$128K	Hold	793	–	–	0.07%	49
2018 Q2	$121K	Hold	793	–	–	0.07%	34
2018 Q1	$116K	Buy	793 +201	+34%	+$29.4K	0.07%	37
2017 Q4	$88K	Buy	+592	New	+$88K	0.04%	50