SYM Financial Corp’s iShares Core S&P US Value ETF IUSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$536K	Hold	4,862	–	–	0.04%	137
2026 Q1	$497K	Hold	4,862	–	–	0.05%	131
2025 Q4	$499K	Buy	4,862 +172	+4%	+$17.4K	0.05%	130
2025 Q3	$469K	Hold	4,690	–	–	0.05%	121
2025 Q2	$444K	Hold	4,690	–	–	0.05%	140
2025 Q1	$433K	Hold	4,690	–	–	0.05%	124
2024 Q4	$434K	Hold	4,690	–	–	0.06%	111
2024 Q3	$448K	Hold	4,690	–	–	0.06%	78
2024 Q2	$413K	Hold	4,690	–	–	0.07%	65
2024 Q1	$424K	Sell	4,690 -128	-3%	-$11K	0.07%	49
2023 Q4	$406K	Hold	4,818	–	–	0.07%	55
2023 Q3	$360K	Sell	4,818 -2,895	-38%	-$227K	0.06%	59
2023 Q2	$604K	Sell	7,713 -166	-2%	-$12.4K	0.12%	28
2023 Q1	$581K	Buy	7,879 +640	+9%	+$47.1K	0.13%	28
2022 Q4	$511K	Sell	7,239 -359	-5%	-$25K	0.12%	33
2022 Q3	$476K	Buy	7,598 +655	+9%	+$45.2K	0.23%	32
2022 Q2	$464K	Sell	6,943 -650	-9%	-$46.7K	0.22%	29
2022 Q1	$576K	Hold	7,593	–	–	0.25%	21
2021 Q4	$580K	Sell	7,593 -1,326	-15%	-$98.3K	0.23%	20
2021 Q3	$632K	Buy	8,919 +2,738	+44%	+$199K	0.37%	16
2021 Q2	$445K	Hold	6,181	–	–	0.25%	18
2021 Q1	$426K	Buy	6,181 +330	+6%	+$21.7K	0.25%	17
2020 Q4	$364K	Buy	5,851 +2,793	+91%	+$164K	0.27%	18
2020 Q3	$166K	Buy	3,058 +193	+7%	+$10.5K	0.12%	37
2020 Q2	$150K	Buy	2,865 +2	+0.1%	+$102	0.12%	33
2020 Q1	$132K	Hold	2,863	–	–	0.13%	37
2019 Q4	$180K	Hold	2,863	–	–	0.12%	43
2019 Q3	$165K	Sell	2,863 -301	-10%	-$17.1K	0.11%	38
2019 Q2	$179K	Hold	3,164	–	–	0.12%	36
2019 Q1	$173K	Buy	3,164 +20	+0.6%	+$1.07K	0.11%	37
2018 Q4	$154K	Hold	3,144	–	–	0.06%	44
2018 Q3	$177K	Hold	3,144	–	–	0.1%	44
2018 Q2	$169K	Sell	3,144 -1,383	-31%	-$74.5K	0.1%	27
2018 Q1	$240K	Hold	4,527	–	–	0.15%	30
2017 Q4	$251K	Buy	+4,527	New	+$243K	0.11%	38

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SYM Financial Corp's IUSV Position: Q2 2026 in Review

SYM Financial Corp held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 4,862 shares worth $536K. The position accounts for 0.04% of the portfolio, ranked #137.

SYM Financial Corp first reported a position in IUSV in Q4 2017 and has held it in 35 quarters since. The position peaked at $632K in Q3 2021. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

SYM Financial Corp held 4,862 shares of iShares Core S&P US Value ETF worth $536K as of Q2 2026.
SYM Financial Corp left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up 0.04% of SYM Financial Corp's portfolio in Q2 2026, its #137 holding.
SYM Financial Corp first reported a position in iShares Core S&P US Value ETF in Q4 2017 and has held it in 35 quarters since.
SYM Financial Corp's iShares Core S&P US Value ETF position peaked at $632K in Q3 2021.
812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.