Symphony Financial’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4M | Buy |
107,626
+52,396
| +95% | +$10.4M | 2.8% | 6 |
|
|
2025
Q1 | $10.4M | Sell |
55,230
-18,123
| -25% | -$3.41M | 6.15% | 4 |
|
|
2024
Q4 | $16.8M | Buy |
73,353
+3,776
| +5% | +$862K | 2.63% | 8 |
|
|
2024
Q3 | $15.3M | Buy |
69,577
+4,670
| +7% | +$1.02M | 2.52% | 9 |
|
|
2024
Q2 | $13.1M | Buy |
64,907
+25,817
| +66% | +$5.21M | 2.39% | 10 |
|
|
2024
Q1 | $8.22M | Sell |
39,090
-18,886
| -33% | -$3.97M | 1.92% | 14 |
|
|
2023
Q4 | $11.2M | Sell |
57,976
-8,786
| -13% | -$1.69M | 2.4% | 9 |
|
|
2023
Q3 | $11.6M | Buy |
66,762
+3,683
| +6% | +$638K | 2.83% | 11 |
|
|
2023
Q2 | $11.7M | Buy |
63,079
+6,796
| +12% | +$1.27M | 2.88% | 8 |
|
|
2023
Q1 | $9.87M | Sell |
56,283
-1,294
| -2% | -$227K | 2.56% | 9 |
|
|
2022
Q4 | $10.3M | Buy |
57,577
+15,108
| +36% | +$2.71M | 2.73% | 9 |
|
|
2022
Q3 | $7.06M | Sell |
42,469
-24,982
| -37% | -$4.15M | 2.31% | 8 |
|
|
2022
Q2 | $11.5M | Sell |
67,451
-12,580
| -16% | -$2.15M | 3.41% | 6 |
|
|
2022
Q1 | $15.5M | Sell |
80,031
-2,506
| -3% | -$485K | 3.64% | 6 |
|
|
2021
Q4 | $12.7M | Buy |
82,537
+46,626
| +130% | +$7.18M | 3.53% | 8 |
|
|
2021
Q3 | $7.93M | Buy |
35,911
+3,280
| +10% | +$724K | 2.76% | 10 |
|
|
2021
Q2 | $7.49M | Sell |
32,631
-3,879
| -11% | -$890K | 2.55% | 10 |
|
|
2021
Q1 | $11.2M | Buy |
36,510
+27,040
| +286% | +$8.29M | 2.96% | 10 |
|
|
2020
Q4 | $1.83M | Buy |
+9,470
| New | +$1.83M | 0.66% | 36 |
|
|
2020
Q2 | – | Sell |
-1,859
| Closed | -$214K | – | 139 |
|
|
2020
Q1 | $214K | Buy |
+1,859
| New | +$214K | 0.15% | 90 |
|