SYM Financial Corp’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $72.7K | Hold |
178
| – | – | 0.01% | 424 |
|
|
2026
Q1 | $63.3K | Hold |
178
| – | – | 0.01% | 360 |
|
|
2025
Q4 | $66.3K | Hold |
178
| – | – | 0.01% | 357 |
|
|
2025
Q3 | $64.9K | Hold |
178
| – | – | 0.01% | 357 |
|
|
2025
Q2 | $60.3K | Hold |
178
| – | – | 0.01% | 354 |
|
|
2025
Q1 | $54.5K | Hold |
178
| – | – | 0.01% | 309 |
|
|
2024
Q4 | $57.2K | Hold |
178
| – | – | 0.01% | 277 |
|
|
2024
Q3 | $55.8K | Hold |
178
| – | – | 0.01% | 219 |
|
|
2024
Q2 | $52.8K | Hold |
178
| – | – | 0.01% | 203 |
|
|
2024
Q1 | $51.1K | Hold |
178
| – | – | 0.01% | 129 |
|
|
2023
Q4 | $46.6K | Buy |
178
+1
| +0.6% | +$245 | 0.01% | 137 |
|
|
2023
Q3 | $41.5K | Hold |
177
| – | – | 0.01% | 133 |
|
|
2023
Q2 | $43.1K | Buy |
177
+1
| +0.6% | +$230 | 0.01% | 85 |
|
|
2023
Q1 | $39.7K | Hold |
176
| – | – | 0.01% | 81 |
|
|
2022
Q4 | $37K | Buy |
176
+2
| +1% | +$423 | 0.01% | 89 |
|
|
2022
Q3 | $34K | Hold |
174
| – | – | 0.02% | 81 |
|
|
2022
Q2 | $36K | Hold |
174
| – | – | 0.02% | 83 |
|
|
2022
Q1 | $43K | Buy |
174
+1
| +0.6% | +$247 | 0.02% | 84 |
|
|
2021
Q4 | $46K | Hold |
173
| – | – | 0.02% | 79 |
|
|
2021
Q3 | $42K | Hold |
173
| – | – | 0.02% | 85 |
|
|
2021
Q2 | $42K | Hold |
173
| – | – | 0.02% | 73 |
|
|
2021
Q1 | $39K | Hold |
173
| – | – | 0.02% | 71 |
|
|
2020
Q4 | $37K | Hold |
173
| – | – | 0.03% | 63 |
|
|
2020
Q3 | $32K | Sell |
173
-28
| -14% | -$5.17K | 0.02% | 55 |
|
|
2020
Q2 | $35K | Sell |
201
-405
| -67% | -$65.5K | 0.03% | 50 |
|
|
2020
Q1 | $86K | Hold |
606
| – | – | 0.09% | 47 |
|
|
2019
Q4 | $108K | Hold |
606
| – | – | 0.07% | 57 |
|
|
2019
Q3 | $100K | Hold |
606
| – | – | 0.07% | 49 |
|
|
2019
Q2 | $99K | Sell |
606
-187
| -24% | -$29.9K | 0.06% | 51 |
|
|
2019
Q1 | $125K | Hold |
793
| – | – | 0.08% | 45 |
|
|
2018
Q4 | $110K | Hold |
793
| – | – | 0.04% | 50 |
|
|
2018
Q3 | $128K | Hold |
793
| – | – | 0.07% | 49 |
|
|
2018
Q2 | $121K | Hold |
793
| – | – | 0.07% | 34 |
|
|
2018
Q1 | $116K | Buy |
793
+201
| +34% | +$30.5K | 0.07% | 37 |
|
|
2017
Q4 | $88K | Buy |
+592
| New | +$85.7K | 0.04% | 50 |
|
Other funds holding IWB
SYM Financial Corp's IWB Position: Q2 2026 in Review
SYM Financial Corp held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 178 shares worth $72.7K. The position accounts for 0.01% of the portfolio, ranked #424.
SYM Financial Corp first reported a position in IWB in Q4 2017 and has held it in 35 quarters since. The position peaked at $128K in Q3 2018. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- SYM Financial Corp held 178 shares of iShares Russell 1000 ETF worth $72.7K as of Q2 2026.
- SYM Financial Corp left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
- iShares Russell 1000 ETF made up 0.01% of SYM Financial Corp's portfolio in Q2 2026, its #424 holding.
- SYM Financial Corp first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 35 quarters since.
- SYM Financial Corp's iShares Russell 1000 ETF position peaked at $128K in Q3 2018.
- 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.