ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Symphony Financial, Ltd. Co.'s Holding History (CIK: 0001800687)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 57,905 Value ($000) $14,334 Avg Close — Range —
Q3 2025
Shares 96,069 Value ($000) $23,398 Avg Close — Range —
Q2 2025
Shares 107,626 Value ($000) $21,384 Avg Close — Range —
Q1 2025
Shares 55,230 Value ($000) $10,382 Avg Close — Range —
Q4 2024
Shares 73,353 Value ($000) $16,754 Avg Close — Range —
Q3 2024
Shares 69,577 Value ($000) $15,271 Avg Close — Range —
Q2 2024
Shares 64,907 Value ($000) $13,106 Avg Close — Range —
Q1 2024
Shares 39,090 Value ($000) $8,221 Avg Close — Range —
Q4 2023
Shares 57,976 Value ($000) $11,181 Avg Close — Range —
Q3 2023
Shares 66,762 Value ($000) $11,569 Avg Close — Range —
Q2 2023
Shares 63,079 Value ($000) $11,745 Avg Close — Range —
Q1 2023
Shares 56,283 Value ($000) $9,865 Avg Close — Range —
Q4 2022
Shares 57,577 Value ($000) $10,324 Avg Close — Range —
Q3 2022
Shares 42,469 Value ($000) $7,056 Avg Close — Range —
Q2 2022
Shares 67,451 Value ($000) $11,531 Avg Close — Range —
Q1 2022
Shares 80,031 Value ($000) $15,473 Avg Close — Range —
Q4 2021
Shares 82,537 Value ($000) $12,714 Avg Close — Range —
Q3 2021
Shares 35,911 Value ($000) $7,930 Avg Close — Range —
Q2 2021
Shares 32,631 Value ($000) $7,489 Avg Close — Range —
Q1 2021
Shares 36,510 Value ($000) $11,199 Avg Close — Range —
Q4 2020
Shares 9,470 Value ($000) $1,833 Avg Close — Range —
Q1 2020
Shares 1,859 Value ($000) $214 Avg Close — Range —