Number of Shares
20,159.00
Current Holdings Value*
$4.25 Mil
% of Portfolio
2.78%
Total Estimate Gain
$857,961.76
% of Total Estimate Gain
20.24%

Symphony Financial Services, Inc.'s iShares Russell Top 200 Growth ETF Holding Summary

As of 2025-03-31, Symphony Financial Services, Inc. held 20,159.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $4.25 Mil. This investment constitutes 2.78% of their stock portfolio, and Symphony Financial Services, Inc. now holds 0.04% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.

The initial trade took place in 2024Q2. And since then Symphony Financial Services, Inc. has made 3 purchases of IWY, at an average price of $210.25, for a total of 20,159.00 shares. Based on historical transaction data and IWY's current price of $252.81, Symphony Financial Services, Inc.'s estimated gain on his IWY holdings is $857,961.76, reflecting a 20.24% gain to date.

Symphony Financial Services, Inc. IWY ($252.81) Holding Chart

Symphony Financial Services, Inc. IWY ($252.81) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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