SYM Financial Corp’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $366K | Sell |
2,665
-131
| -5% | -$17.3K | 0.03% | 210 |
|
|
2026
Q1 | $316K | Sell |
2,796
-55
| -2% | -$6.62K | 0.03% | 210 |
|
|
2025
Q4 | $351K | Hold |
2,851
| – | – | 0.04% | 190 |
|
|
2025
Q3 | $344K | Sell |
2,851
-1,047
| -27% | -$120K | 0.04% | 188 |
|
|
2025
Q2 | $429K | Hold |
3,898
| – | – | 0.05% | 147 |
|
|
2025
Q1 | $362K | Sell |
3,898
-26
| -0.7% | -$2.62K | 0.04% | 145 |
|
|
2024
Q4 | $398K | Sell |
3,924
-55
| -1% | -$5.49K | 0.05% | 122 |
|
|
2024
Q3 | $381K | Hold |
3,979
| – | – | 0.05% | 94 |
|
|
2024
Q2 | $368K | Buy |
3,979
+271
| +7% | +$23.4K | 0.06% | 78 |
|
|
2024
Q1 | $313K | Buy |
3,708
+493
| +15% | +$39.6K | 0.05% | 71 |
|
|
2023
Q4 | $241K | Sell |
3,215
-932
| -22% | -$66.3K | 0.04% | 86 |
|
|
2023
Q3 | $284K | Sell |
4,147
-66
| -2% | -$4.67K | 0.05% | 72 |
|
|
2023
Q2 | $297K | Sell |
4,213
-523
| -11% | -$34.6K | 0.06% | 45 |
|
|
2023
Q1 | $303K | Sell |
4,736
-862
| -15% | -$52.7K | 0.07% | 44 |
|
|
2022
Q4 | $327K | Buy |
5,598
+3,465
| +162% | +$208K | 0.08% | 45 |
|
|
2022
Q3 | $123K | Sell |
2,133
-2,827
| -57% | -$184K | 0.06% | 62 |
|
|
2022
Q2 | $299K | Buy |
4,960
+2,827
| +133% | +$187K | 0.14% | 39 |
|
|
2022
Q1 | $163K | Hold |
2,133
| – | – | 0.07% | 61 |
|
|
2021
Q4 | $178K | Hold |
2,133
| – | – | 0.07% | 56 |
|
|
2021
Q3 | $158K | Sell |
2,133
-55
| -3% | -$4.19K | 0.09% | 56 |
|
|
2021
Q2 | $159K | Hold |
2,188
| – | – | 0.09% | 52 |
|
|
2021
Q1 | $142K | Hold |
2,188
| – | – | 0.08% | 52 |
|
|
2020
Q4 | $140K | Sell |
2,188
-512
| -19% | -$31K | 0.1% | 47 |
|
|
2020
Q3 | $156K | Buy |
2,700
+512
| +23% | +$29K | 0.12% | 38 |
|
|
2020
Q2 | $113K | Buy |
2,188
+1,080
| +97% | +$51.8K | 0.09% | 39 |
|
|
2020
Q1 | $46K | Hold |
1,108
| – | – | 0.05% | 53 |
|
|
2019
Q4 | $54K | Hold |
1,108
| – | – | 0.04% | 65 |
|
|
2019
Q3 | $50K | Hold |
1,108
| – | – | 0.03% | 53 |
|
|
2019
Q2 | $50K | Sell |
1,108
-368
| -25% | -$16.2K | 0.03% | 55 |
|
|
2019
Q1 | $64K | Hold |
1,476
| – | – | 0.04% | 52 |
|
|
2018
Q4 | $56K | Buy |
1,476
+368
| +33% | +$14.9K | 0.02% | 56 |
|
|
2018
Q3 | $49K | Hold |
1,108
| – | – | 0.03% | 63 |
|
|
2018
Q2 | $45K | Hold |
1,108
| – | – | 0.03% | 49 |
|
|
2018
Q1 | $43K | Hold |
1,108
| – | – | 0.03% | 43 |
|
|
2017
Q4 | $42K | Buy |
+1,108
| New | +$41.4K | 0.02% | 57 |
|
Other funds holding IVW
SYM Financial Corp's IVW Position: Q2 2026 in Review
SYM Financial Corp reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.7% in Q2 2026, selling an estimated $17.3K and leaving 2,665 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #210.
SYM Financial Corp first reported a position in IVW in Q4 2017 and has held it in 35 quarters since. The position peaked at $429K in Q2 2025. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- SYM Financial Corp held 2,665 shares of iShares S&P 500 Growth ETF worth $366K as of Q2 2026.
- SYM Financial Corp sold 131 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $17.3K.
- iShares S&P 500 Growth ETF made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #210 holding.
- SYM Financial Corp first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 35 quarters since.
- SYM Financial Corp's iShares S&P 500 Growth ETF position peaked at $429K in Q2 2025.
- 2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.