SYM Financial Corp’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$272K	Hold	1,286	–	–	0.03%	242
2025 Q4	$273K	Hold	1,286	–	–	0.03%	251
2025 Q3	$266K	Sell	1,286 -54	-4%	-$10.8K	0.03%	245
2025 Q2	$262K	Hold	1,340	–	–	0.03%	243
2025 Q1	$255K	Hold	1,340	–	–	0.03%	203
2024 Q4	$256K	Hold	1,340	–	–	0.03%	183
2024 Q3	$264K	Sell	1,340 -55	-4%	-$10.4K	0.04%	133
2024 Q2	$254K	Buy	+1,395	New	+$254K	0.04%	114
2023 Q4	–	Sell	-39	Closed	-$6K	–	191
2023 Q3	$6K	Buy	+39	New	+$6.3K	﹤0.01%	166
2021 Q1	–	Sell	-27	Closed	-$3K	–	83
2020 Q4	$3K	Hold	27	–	–	﹤0.01%	74
2020 Q3	$3K	Buy	+27	New	+$3.06K	﹤0.01%	74

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

SYM Financial Corp held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 1,286 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #242.

SYM Financial Corp first reported a position in IVE in Q3 2020 and has held it in 11 quarters since. The position peaked at $273K in Q4 2025. 1,706 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

SYM Financial Corp held 1,286 shares of iShares S&P 500 Value ETF worth $272K as of Q1 2026.
SYM Financial Corp left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
iShares S&P 500 Value ETF made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #242 holding.
SYM Financial Corp first reported a position in iShares S&P 500 Value ETF in Q3 2020 and has held it in 11 quarters since.
SYM Financial Corp's iShares S&P 500 Value ETF position peaked at $273K in Q4 2025.
1,706 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

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