SYM Financial Corp’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$70.3K	Hold	246	–	–	0.01%	350
2025 Q1	$62.9K	Buy	246 +106	+76%	+$27.1K	0.01%	304
2024 Q4	$40.2K	Hold	140	–	–	0.01%	284
2024 Q3	$39.7K	Hold	140	–	–	0.01%	228
2024 Q2	$36.7K	Hold	140	–	–	0.01%	214
2024 Q1	$37.9K	Hold	140	–	–	0.01%	135
2023 Q4	$35.3K	Hold	140	–	–	0.01%	150
2023 Q3	$31.3K	Hold	140	–	–	0.01%	139
2023 Q2	$33.9K	Buy	140 +1	+0.7%	+$242	0.01%	87
2023 Q1	$31.6K	Hold	139	–	–	0.01%	83
2022 Q4	$29.8K	Buy	139 +1	+0.7%	+$215	0.01%	93
2022 Q3	$29K	Hold	138	–	–	0.01%	83
2022 Q2	$29K	Hold	138	–	–	0.01%	88
2022 Q1	$35K	Hold	138	–	–	0.02%	88
2021 Q4	$40K	Hold	138	–	–	0.02%	84
2021 Q3	$41K	Hold	138	–	–	0.02%	86
2021 Q2	$43K	Hold	138	–	–	0.02%	71
2021 Q1	$42K	Hold	138	–	–	0.02%	69
2020 Q4	$40K	Hold	138	–	–	0.03%	61
2020 Q3	$31K	Sell	138 -27	-16%	-$6.07K	0.02%	58
2020 Q2	$34K	Hold	165	–	–	0.03%	52
2020 Q1	$26K	Hold	165	–	–	0.03%	61
2019 Q4	$35K	Hold	165	–	–	0.02%	73
2019 Q3	$32K	Hold	165	–	–	0.02%	60
2019 Q2	$33K	Hold	165	–	–	0.02%	64
2019 Q1	$32K	Sell	165 -28	-15%	-$5.43K	0.02%	62
2018 Q4	$32K	Buy	193 +28	+17%	+$4.64K	0.01%	66
2018 Q3	$35K	Hold	165	–	–	0.02%	72
2018 Q2	$34K	Hold	165	–	–	0.02%	56
2018 Q1	$31K	Sell	165 -56	-25%	-$10.5K	0.02%	50
2017 Q4	$41K	Buy	+221	New	+$41K	0.02%	58