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
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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 |