SYM Financial Corp’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.4K | Sell |
266
-100
| -27% | -$21.6K | 0.01% | 357 |
|
|
2025
Q1 | $73K | Buy |
366
+100
| +38% | +$19.9K | 0.01% | 297 |
|
|
2024
Q4 | $58.8K | Hold |
266
| – | – | 0.01% | 276 |
|
|
2024
Q3 | $58.8K | Hold |
266
| – | – | 0.01% | 218 |
|
|
2024
Q2 | $54K | Sell |
266
-14
| -5% | -$2.84K | 0.01% | 201 |
|
|
2024
Q1 | $58.8K | Buy |
280
+1
| +0.4% | +$210 | 0.01% | 125 |
|
|
2023
Q4 | $56.1K | Hold |
279
| – | – | 0.01% | 134 |
|
|
2023
Q3 | $49.4K | Hold |
279
| – | – | 0.01% | 129 |
|
|
2023
Q2 | $52.3K | Buy |
279
+51
| +22% | +$9.56K | 0.01% | 83 |
|
|
2023
Q1 | $40.7K | Hold |
228
| – | – | 0.01% | 80 |
|
|
2022
Q4 | $39.8K | Hold |
228
| – | – | 0.01% | 87 |
|
|
2022
Q3 | $38K | Sell |
228
-16
| -7% | -$2.67K | 0.02% | 78 |
|
|
2022
Q2 | $41K | Buy |
244
+16
| +7% | +$2.69K | 0.02% | 80 |
|
|
2022
Q1 | $47K | Hold |
228
| – | – | 0.02% | 79 |
|
|
2021
Q4 | $51K | Hold |
228
| – | – | 0.02% | 77 |
|
|
2021
Q3 | $50K | Buy |
228
+13
| +6% | +$2.85K | 0.03% | 81 |
|
|
2021
Q2 | $49K | Hold |
215
| – | – | 0.03% | 67 |
|
|
2021
Q1 | $48K | Hold |
215
| – | – | 0.03% | 62 |
|
|
2020
Q4 | $42K | Hold |
215
| – | – | 0.03% | 60 |
|
|
2020
Q3 | $32K | Hold |
215
| – | – | 0.02% | 56 |
|
|
2020
Q2 | $31K | Sell |
215
-398
| -65% | -$57.4K | 0.03% | 55 |
|
|
2020
Q1 | $70K | Buy |
613
+240
| +64% | +$27.4K | 0.07% | 51 |
|
|
2019
Q4 | $62K | Hold |
373
| – | – | 0.04% | 62 |
|
|
2019
Q3 | $56K | Hold |
373
| – | – | 0.04% | 51 |
|
|
2019
Q2 | $58K | Hold |
373
| – | – | 0.04% | 53 |
|
|
2019
Q1 | $57K | Hold |
373
| – | – | 0.04% | 53 |
|
|
2018
Q4 | $50K | Sell |
373
-7,150
| -95% | -$958K | 0.02% | 57 |
|
|
2018
Q3 | $1.27M | Buy |
7,523
+7,150
| +1,917% | +$1.21M | 0.71% | 5 |
|
|
2018
Q2 | $61K | Hold |
373
| – | – | 0.04% | 45 |
|
|
2018
Q1 | $57K | Hold |
373
| – | – | 0.03% | 40 |
|
|
2017
Q4 | $57K | Buy |
+373
| New | +$57K | 0.03% | 55 |
|