SYM Financial Corp’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

SYM Financial Corp’s Portfolio ISCF Stock Details ISCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$63.2K	Hold	1,513	–	–	0.01%	361
2025 Q4	$62.8K	Hold	1,513	–	–	0.01%	359
2025 Q3	$62.2K	Sell	1,513 -598	-28%	-$23.9K	0.01%	360
2025 Q2	$81.8K	Buy	2,111 +183	+9%	+$6.6K	0.01%	346
2025 Q1	$64.9K	Hold	1,928	–	–	0.01%	300
2024 Q4	$62.2K	Hold	1,928	–	–	0.01%	273
2024 Q3	$68K	Hold	1,928	–	–	0.01%	217
2024 Q2	$62.1K	Hold	1,928	–	–	0.01%	197
2024 Q1	$63.6K	Hold	1,928	–	–	0.01%	122
2023 Q4	$61.9K	Sell	1,928 -1,808	-48%	-$54K	0.01%	130
2023 Q3	$111K	Sell	3,736 -3,517	-48%	-$109K	0.02%	104
2023 Q2	$224K	Hold	7,253	–	–	0.05%	58
2023 Q1	$225K	Sell	7,253 -1,934	-21%	-$60K	0.05%	56
2022 Q4	$276K	Sell	9,187 -12,036	-57%	-$347K	0.07%	50
2022 Q3	$555K	Buy	21,223 +17,239	+433%	+$503K	0.27%	29
2022 Q2	$115K	Hold	3,984	–	–	0.05%	64
2022 Q1	$137K	Buy	3,984 +273	+7%	+$9.43K	0.06%	64
2021 Q4	$135K	Hold	3,711	–	–	0.05%	62
2021 Q3	$135K	Hold	3,711	–	–	0.08%	58
2021 Q2	$136K	Sell	3,711 -250	-6%	-$9.19K	0.08%	54
2021 Q1	$139K	Sell	3,961 -85	-2%	-$2.93K	0.08%	53
2020 Q4	$135K	Sell	4,046 -2,400	-37%	-$75.3K	0.1%	48
2020 Q3	$194K	Buy	6,446 +2,400	+59%	+$70.2K	0.15%	33
2020 Q2	$111K	Sell	4,046 -12,801	-76%	-$330K	0.09%	40
2020 Q1	$385K	Buy	16,847 +474	+3%	+$13.5K	0.39%	16
2019 Q4	$519K	Sell	16,373 -1,740	-10%	-$52.3K	0.34%	16
2019 Q3	$518K	Sell	18,113 -1,996	-10%	-$57K	0.35%	14
2019 Q2	$582K	Buy	20,109 +1,736	+9%	+$50K	0.37%	13
2019 Q1	$526K	Sell	18,373 -46,515	-72%	-$1.31M	0.33%	13
2018 Q4	$1.68M	Buy	64,888 +62,143	+2,264%	+$1.75M	0.67%	11
2018 Q3	$86K	Hold	2,745	–	–	0.05%	58
2018 Q2	$87K	Buy	+2,745	New	+$90.2K	0.05%	42
2018 Q1	–	Sell	-4,381	Closed	-$142K	–	65
2017 Q4	$142K	Buy	+4,381	New	+$138K	0.06%	46

Other funds holding ISCF

MSR

Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.87B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

TWM

TRB Wealth Management Houston, Texas $704M AUM

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

CWL

Causey Wealth LLC Greenwood Village, Colorado $236M AUM 14.5% 1-Year Est. Return

PWA

Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SYM Financial Corp's ISCF Position: Q1 2026 in Review

SYM Financial Corp held its iShares International Small Cap Equity Factor ETF (ISCF) position steady in Q1 2026 at 1,513 shares worth $63.2K. The position accounts for 0.01% of the portfolio, ranked #361.

SYM Financial Corp first reported a position in ISCF in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.68M in Q4 2018. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

SYM Financial Corp held 1,513 shares of iShares International Small Cap Equity Factor ETF worth $63.2K as of Q1 2026.
SYM Financial Corp left its iShares International Small Cap Equity Factor ETF share count unchanged in Q1 2026.
iShares International Small Cap Equity Factor ETF made up 0.01% of SYM Financial Corp's portfolio in Q1 2026, its #361 holding.
SYM Financial Corp first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2017 and has held it in 33 quarters since.
SYM Financial Corp's iShares International Small Cap Equity Factor ETF position peaked at $1.68M in Q4 2018.
139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.