Strategic Financial Services, Inc.

Position in IWM — iShares Russell 2000 ETF

CIK 1432539 UTICA, NY

All Filings in IWM

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 IWM	$301,050	1,002	-0.5%	Shares	Sole	2026-08-24
2026-03-31 IWM	$249,736	1,007	+3.9%	Shares	Sole	2026-05-08
2025-12-31 IWM	$238,529	969	0.0%	Shares	Sole	2026-02-09
2025-09-30 IWM	$234,459	969	-10.2%	Shares	Sole	2025-11-14
2025-06-30 IWM	$232,837	1,079	-54.9%	Shares	Sole	2025-08-01
2025-03-31 IWM	$476,980	2,391	-1.2%	Shares	Sole	2025-05-23
2024-12-31 IWM	$534,723	2,420	-8.6%	Shares	Sole	2025-02-11
2024-09-30 IWM	$584,916	2,648	-2.2%	Shares	Sole	2024-11-14
2024-06-30 IWM	$549,426	2,708	+40.3%	Shares	Sole	2024-08-12
2024-03-31 IWM	$405,879	1,930	-5.4%	Shares	Sole	2024-05-07
2023-12-31 IWM	$409,448	2,040	-11.9%	Shares	Sole	2024-02-08
2023-09-30 IWM	$409,153	2,315	-20.6%	Shares	Sole	2023-11-06
2023-06-30 IWM	$545,892	2,915	-4.6%	Shares	Sole	2023-08-10
2023-03-31 IWM	$545,012	3,055	+5.5%	Shares	Sole	2023-05-12
2022-12-31 IWM	$504,946	2,896	+13.7%	Shares	Sole	2023-02-13
2022-09-30 IWM	$420,051	2,547	-14.3%	Shares	Sole	2022-11-09
2022-06-30 IWM	$503,507	2,973	-0.1%	Shares	Sole	2022-08-12
2022-03-31 IWM	$610,678	2,975	+6.6%	Shares	Sole	2022-04-26
2021-12-31 IWM	$621,080	2,792	-8.5%	Shares	Sole	2022-02-15
2021-09-30 IWM	$667,625	3,052	-4.0%	Shares	Sole	2021-11-15
2021-06-30 IWM	$729,167	3,179	+4.4%	Shares	Sole	2021-08-16
2021-03-31 IWM	$672,762	3,045	-0.3%	Shares	Sole	2021-05-06
2020-12-31 IWM	$598,963	3,055	-4.5%	Shares	Sole	2021-02-08
2020-09-30 IWM	$479,328	3,200	-4.3%	Shares	Sole	2020-11-16
2020-06-30 IWM	$478,937	3,345	-17.6%	Shares	Sole	2020-08-11
2020-03-31 IWM	$464,593	4,059	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.