IWM shares owned by Symphony Financial - Historical positions on stockzoa.com
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iShares Russell 2000 Index shares owned by Symphony Financial

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Symphony Financial from 13F filings

Historical chart of Symphony Financial investment in iShares Russell 2000 Index

20202021202220232024202505M10M15M020k40k60k80k
Value ($)Share countHistorical IWM position of Symphony Financial Source: stockzoa.comValue ($)Share count

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All positions including iShares Russell 2000 Index held by Symphony Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Symphony Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 70k 219.48
2024-06-30 $13M 65k 201.91
2024-03-31 $8.2M 39k 210.30
2023-12-31 $11M 58k 192.85
2023-09-30 $12M 67k 173.28
2023-06-30 $12M 63k 186.20
2023-03-31 $9.9M 56k 175.28
2022-12-31 $10M 58k 179.30
2022-09-30 $7.1M 43k 166.14
2022-06-30 $12M 68k 170.95
2022-03-31 $16M 80k 193.34
2021-12-31 $13M 83k 154.04
2021-09-30 $7.9M 36k 220.82
2021-06-30 $7.5M 33k 229.51
2021-03-31 $11M 37k 306.74
2020-12-31 $1.8M 9.5k 193.56
2020-03-31 $214k 1.9k 115.12