Symphony Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.83M	Buy	4,322 +447	+12%	+$190K	1.1%	24
2025 Q1	$1.4M	Buy	3,875 +131	+3%	+$47.3K	0.91%	24
2024 Q4	$1.5M	Buy	3,744 +115	+3%	+$46.2K	1.21%	22
2024 Q3	$1.36M	Buy	3,629 +161	+5%	+$60.4K	1.16%	21
2024 Q2	$1.31M	Buy	+3,468	New	+$1.31M	1.13%	21