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 Q3	$294K	Hold	1,286	–	–	0.02%	292
2026 Q2	$292K	Hold	1,286	–	–	0.02%	267
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

SYM Financial Corp's IVE Position: Q3 2026 in Review

SYM Financial Corp held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 1,286 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #292.

SYM Financial Corp first reported a position in IVE in Q3 2020 and has held it in 13 quarters since. 1,195 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

SYM Financial Corp held 1,286 shares of iShares S&P 500 Value ETF worth $294K as of Q3 2026.
SYM Financial Corp left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
iShares S&P 500 Value ETF made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #292 holding.
SYM Financial Corp first reported a position in iShares S&P 500 Value ETF in Q3 2020 and has held it in 13 quarters since.
1,195 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.