Symphony Financial, Ltd. Co. IWM Holdings History
Symphony Financial, Ltd. Co.'s iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Symphony Financial, Ltd. Co. held 55,230.00 shares of iShares Russell 2000 ETF(IWM), totaling $10.38 Mil. This investment constitutes 6.15% of their stock portfolio, and Symphony Financial, Ltd. Co. now holds 0.02% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2020Q1. And since then Symphony Financial, Ltd. Co. has made 10 purchases of IWM, at an average price of $207.40, for a total of 148,125.00 shares. In addition, there have been 9 sales at an average price of $193.64 for 92,895.00 shares. Based on historical transaction data and IWM's current price of $223.08, Symphony Financial, Ltd. Co.'s estimated gain on his IWM holdings is $-411,994.47, reflecting a -1.34% gain to date.
Symphony Financial, Ltd. Co. IWM ($223.08) Holding Chart
Symphony Financial, Ltd. Co. IWM ($223.08) 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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