Symphony Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Symphony Financial’s Portfolio IWB Stock Details IWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$308K	Buy
2023 Q3	–	Sell
2023 Q2	$268K	Buy
2023 Q1	$246K	Buy
2022 Q4	$234K	Sell
2022 Q3	$332K	Sell
2022 Q2	$350K	Sell
2022 Q1	$1.16M	Sell
2021 Q4	$8.71M	Buy