SYM Financial Corp’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.16M	Buy	8,803 +7,140	+429%	+$943K	0.13%	50
2025 Q1	$210K	Hold	1,663	–	–	0.03%	255
2024 Q4	$215K	Sell	1,663 -81	-5%	-$10.5K	0.03%	217
2024 Q3	$231K	Hold	1,744	–	–	0.03%	151
2024 Q2	$211K	Buy	1,744 +1	+0.1%	+$121	0.03%	148
2024 Q1	$218K	Sell	1,743 -151	-8%	-$18.9K	0.04%	90
2023 Q4	$220K	Buy	1,894 +1,169	+161%	+$136K	0.04%	96
2023 Q3	$75.6K	Hold	725	–	–	0.01%	116
2023 Q2	$79.6K	Hold	725	–	–	0.02%	73
2023 Q1	$77K	Hold	725	–	–	0.02%	70
2022 Q4	$76.4K	Buy	725 +265	+58%	+$27.9K	0.02%	73
2022 Q3	$44K	Hold	460	–	–	0.02%	74
2022 Q2	$47K	Sell	460 -4	-0.9%	-$409	0.02%	79
2022 Q1	$56K	Buy	464 +4	+0.9%	+$483	0.02%	75
2021 Q4	$56K	Sell	460 -23	-5%	-$2.8K	0.02%	76
2021 Q3	$55K	Buy	483 +23	+5%	+$2.62K	0.03%	79
2021 Q2	$53K	Hold	460	–	–	0.03%	64
2021 Q1	$50K	Sell	460 -18	-4%	-$1.96K	0.03%	61
2020 Q4	$46K	Hold	478	–	–	0.03%	55
2020 Q3	$39K	Buy	478 +18	+4%	+$1.47K	0.03%	52
2020 Q2	$35K	Hold	460	–	–	0.03%	51
2020 Q1	$29K	Hold	460	–	–	0.03%	58
2019 Q4	$44K	Hold	460	–	–	0.03%	69
2019 Q3	$41K	Hold	460	–	–	0.03%	56
2019 Q2	$41K	Hold	460	–	–	0.03%	59
2019 Q1	$40K	Hold	460	–	–	0.03%	59
2018 Q4	$35K	Hold	460	–	–	0.01%	63
2018 Q3	$42K	Hold	460	–	–	0.02%	68
2018 Q2	$41K	Hold	460	–	–	0.02%	52
2018 Q1	$40K	Sell	460 -108	-19%	-$9.39K	0.02%	47
2017 Q4	$51K	Buy	+568	New	+$51K	0.02%	56