Symphony Financial’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $23.4M | Sell |
|
|||||
|
2025
Q2 | $21.4M | Buy |
|
|||||
|
2025
Q1 | $10.4M | Sell |
|
|||||
|
2024
Q4 | $16.8M | Buy |
|
|||||
|
2024
Q3 | $15.3M | Buy |
|
|||||
|
2024
Q2 | $13.1M | Buy |
|
|||||
|
2024
Q1 | $8.22M | Sell |
|
|||||
|
2023
Q4 | $11.2M | Sell |
|
|||||
|
2023
Q3 | $11.6M | Buy |
|
|||||
|
2023
Q2 | $11.7M | Buy |
|
|||||
|
2023
Q1 | $9.87M | Sell |
|
|||||
|
2022
Q4 | $10.3M | Buy |
|
|||||
|
2022
Q3 | $7.06M | Sell |
|
|||||
|
2022
Q2 | $11.5M | Sell |
|
|||||
|
2022
Q1 | $15.5M | Sell |
|
|||||
|
2021
Q4 | $12.7M | Buy |
|
|||||
|
2021
Q3 | $7.93M | Buy |
|
|||||
|
2021
Q2 | $7.49M | Sell |
|
|||||
|
2021
Q1 | $11.2M | Buy |
|
|||||
|
2020
Q4 | $1.83M | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $214K | Buy |
|