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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AL
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: Q1 2026 in Review

SYM Financial Corp held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 4,862 shares worth $497K. The position accounts for 0.05% of the portfolio, ranked #131.

SYM Financial Corp first reported a position in IUSV in Q4 2017 and has held it in 34 quarters since. The position peaked at $632K in Q3 2021. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • SYM Financial Corp held 4,862 shares of iShares Core S&P US Value ETF worth $497K as of Q1 2026.
  • SYM Financial Corp left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Value ETF made up 0.05% of SYM Financial Corp's portfolio in Q1 2026, its #131 holding.
  • SYM Financial Corp first reported a position in iShares Core S&P US Value ETF in Q4 2017 and has held it in 34 quarters since.
  • SYM Financial Corp's iShares Core S&P US Value ETF position peaked at $632K in Q3 2021.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

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