Symphony Financial Services, Inc. IWY Holdings History
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 $254.04, Symphony Financial Services, Inc.'s estimated gain on his IWY holdings is $882,807.73, reflecting a 20.83% gain to date.
Symphony Financial Services, Inc. IWY ($254.04) Holding Chart
Symphony Financial Services, Inc. IWY ($254.04) 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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