SYM Financial Corp’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $107K | Hold |
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|
2025
Q2 | $102K | Hold |
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|
2025
Q1 | $99.2K | Hold |
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|
2024
Q4 | $97.6K | Hold |
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|
2024
Q3 | $100K | Sell |
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|
2024
Q2 | $102K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $11.8K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $21K | Sell |
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|
2022
Q2 | $36K | Buy |
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|
2022
Q1 | $25K | Hold |
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|
2021
Q4 | $26K | Hold |
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|
2021
Q3 | $24K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $331K | Buy |
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