SYM Financial Corp’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472 | Hold |
5
| – | – | ﹤0.01% | 419 |
|
|
2025
Q1 | $437 | Hold |
5
| – | – | ﹤0.01% | 351 |
|
|
2024
Q4 | $454 | Hold |
5
| – | – | ﹤0.01% | 331 |
|
|
2024
Q3 | $453 | Hold |
5
| – | – | ﹤0.01% | 262 |
|
|
2024
Q2 | $416 | Sell |
5
-59
| -92% | -$4.91K | ﹤0.01% | 262 |
|
|
2024
Q1 | $5.42K | Sell |
64
-54
| -46% | -$4.58K | ﹤0.01% | 158 |
|
|
2023
Q4 | $9.2K | Buy |
118
+20
| +20% | +$1.56K | ﹤0.01% | 168 |
|
|
2023
Q3 | $6.77K | Buy |
98
+34
| +53% | +$2.35K | ﹤0.01% | 165 |
|
|
2023
Q2 | $4.66K | Hold |
64
| – | – | ﹤0.01% | 108 |
|
|
2023
Q1 | $4.45K | Buy |
64
+1
| +2% | +$70 | ﹤0.01% | 97 |
|
|
2022
Q4 | $4.28K | Hold |
63
| – | – | ﹤0.01% | 114 |
|
|
2022
Q3 | $4K | Sell |
63
-32
| -34% | -$2.03K | ﹤0.01% | 97 |
|
|
2022
Q2 | $6K | Buy |
95
+32
| +51% | +$2.02K | ﹤0.01% | 102 |
|
|
2022
Q1 | $5K | Sell |
63
-25
| -28% | -$1.98K | ﹤0.01% | 106 |
|
|
2021
Q4 | $7K | Buy |
88
+1
| +1% | +$80 | ﹤0.01% | 99 |
|
|
2021
Q3 | $7K | Buy |
87
+57
| +190% | +$4.59K | ﹤0.01% | 106 |
|
|
2021
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 85 |
|
|
2021
Q1 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 76 |
|
|
2020
Q3 | – | Sell |
-165
| Closed | -$9K | – | 87 |
|
|
2020
Q2 | $9K | Buy |
+165
| New | +$9K | 0.01% | 59 |
|