SYM Financial Corp’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$93.8K	Hold	676	–	–	0.01%	341
2025 Q1	$79.4K	Hold	676	–	–	0.01%	294
2024 Q4	$85.7K	Hold	676	–	–	0.01%	268
2024 Q3	$79.3K	Hold	676	–	–	0.01%	209
2024 Q2	$74.6K	Hold	676	–	–	0.01%	189
2024 Q1	$77.2K	Hold	676	–	–	0.01%	114
2023 Q4	$70.6K	Buy	676 +1	+0.1%	+$104	0.01%	123
2023 Q3	$61.6K	Hold	675	–	–	0.01%	122
2023 Q2	$65.2K	Buy	675 +1	+0.1%	+$97	0.01%	76
2023 Q1	$61.4K	Buy	674 +1	+0.1%	+$91	0.01%	73
2022 Q4	$56.3K	Buy	673 +3	+0.4%	+$251	0.01%	79
2022 Q3	$53K	Sell	670 -6	-0.9%	-$475	0.03%	71
2022 Q2	$54K	Buy	676 +7	+1%	+$559	0.03%	75
2022 Q1	$67K	Buy	669 +1	+0.1%	+$100	0.03%	71
2021 Q4	$77K	Sell	668 -10	-1%	-$1.15K	0.03%	68
2021 Q3	$76K	Buy	678 +10	+1%	+$1.12K	0.04%	71
2021 Q2	$76K	Hold	668	–	–	0.04%	57
2021 Q1	$68K	Hold	668	–	–	0.04%	57
2020 Q4	$69K	Sell	668 -264	-28%	-$27.3K	0.05%	52
2020 Q3	$81K	Buy	932 +264	+40%	+$22.9K	0.06%	47
2020 Q2	$53K	Hold	668	–	–	0.04%	45
2020 Q1	$41K	Hold	668	–	–	0.04%	55
2019 Q4	$51K	Hold	668	–	–	0.03%	66
2019 Q3	$47K	Hold	668	–	–	0.03%	54
2019 Q2	$48K	Hold	668	–	–	0.03%	56
2019 Q1	$45K	Hold	668	–	–	0.03%	56
2018 Q4	$38K	Hold	668	–	–	0.02%	61
2018 Q3	$45K	Hold	668	–	–	0.03%	66
2018 Q2	$42K	Hold	668	–	–	0.03%	51
2018 Q1	$41K	Buy	668 +422	+172%	+$25.9K	0.03%	45
2017 Q4	$15K	Buy	+246	New	+$15K	0.01%	67