Symphony Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Symphony Financial’s Portfolio IWD Stock Details IWD Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$275K	Buy
2020 Q2	–	Sell
2020 Q1	$837K	Buy