SYM Financial Corp’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Hold |
527
| – | – | 0.01% | 336 |
|
|
2025
Q1 | $99.2K | Hold |
527
| – | – | 0.01% | 289 |
|
|
2024
Q4 | $97.6K | Hold |
527
| – | – | 0.01% | 261 |
|
|
2024
Q3 | $100K | Sell |
527
-58
| -10% | -$11K | 0.01% | 203 |
|
|
2024
Q2 | $102K | Buy |
+585
| New | +$102K | 0.02% | 180 |
|
|
2023
Q4 | – | Sell |
-78
| Closed | -$11.8K | – | 192 |
|
|
2023
Q3 | $11.8K | Buy |
+78
| New | +$11.8K | ﹤0.01% | 157 |
|
|
2022
Q4 | – | Sell |
-153
| Closed | -$21K | – | 123 |
|
|
2022
Q3 | $21K | Sell |
153
-94
| -38% | -$12.9K | 0.01% | 85 |
|
|
2022
Q2 | $36K | Buy |
247
+94
| +61% | +$13.7K | 0.02% | 84 |
|
|
2022
Q1 | $25K | Hold |
153
| – | – | 0.01% | 93 |
|
|
2021
Q4 | $26K | Hold |
153
| – | – | 0.01% | 90 |
|
|
2021
Q3 | $24K | Buy |
+153
| New | +$24K | 0.01% | 93 |
|
|
2018
Q1 | – | Sell |
-2,666
| Closed | -$331K | – | 66 |
|
|
2017
Q4 | $331K | Buy |
+2,666
| New | +$331K | 0.15% | 25 |
|