SYM Financial Corp’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

SYM Financial Corp held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 178 shares worth $63.3K. The position accounts for 0.01% of the portfolio, ranked #360.

SYM Financial Corp first reported a position in IWB in Q4 2017 and has held it in 34 quarters since. The position peaked at $128K in Q3 2018. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

SYM Financial Corp held 178 shares of iShares Russell 1000 ETF worth $63.3K as of Q1 2026.
SYM Financial Corp left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.01% of SYM Financial Corp's portfolio in Q1 2026, its #360 holding.
SYM Financial Corp first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 34 quarters since.
SYM Financial Corp's iShares Russell 1000 ETF position peaked at $128K in Q3 2018.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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