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

SYM Financial Corp’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$168K Sell
695
-225
-24% -$52.4K 0.01% 389
2026
Q1 		$197K Buy
920
+225
+32% +$49.3K 0.02% 323
2025
Q4 		$146K Buy
695
+168
+32% +$34.7K 0.02% 337
2025
Q3 		$107K Hold
527
– – 0.01% 342
2025
Q2 		$102K Hold
527
– – 0.01% 336
2025
Q1 		$99.2K Hold
527
– – 0.01% 289
2024
Q4 		$97.6K Hold
527
– – 0.01% 261
2024
Q3 		$100K Sell
527
-58
-10% -$10.6K 0.01% 203
2024
Q2 		$102K Buy
+585
New +$102K 0.02% 180
2023
Q4 		– Sell
-78
Closed -$11.8K – 192
2023
Q3 		$11.8K Buy
+78
New +$12.4K ﹤0.01% 157
2022
Q4 		– Sell
-153
Closed -$21K – 123
2022
Q3 		$21K Sell
153
-94
-38% -$14.1K 0.01% 85
2022
Q2 		$36K Buy
247
+94
+61% +$14.7K 0.02% 84
2022
Q1 		$25K Hold
153
– – 0.01% 93
2021
Q4 		$26K Hold
153
– – 0.01% 90
2021
Q3 		$24K Buy
+153
New +$24.5K 0.01% 93
2018
Q1 		– Sell
-2,666
Closed -$331K – 66
2017
Q4 		$331K Buy
+2,666
New +$323K 0.15% 25

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

SYM Financial Corp's IWD Position: Q2 2026 in Review

SYM Financial Corp reduced its iShares Russell 1000 Value ETF (IWD) stake by 24% in Q2 2026, selling an estimated $52.4K and leaving 695 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #389.

SYM Financial Corp first reported a position in IWD in Q4 2017 and has held it in 16 quarters since. The position peaked at $331K in Q4 2017. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • SYM Financial Corp held 695 shares of iShares Russell 1000 Value ETF worth $168K as of Q2 2026.
  • SYM Financial Corp sold 225 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $52.4K.
  • iShares Russell 1000 Value ETF made up 0.01% of SYM Financial Corp's portfolio in Q2 2026, its #389 holding.
  • SYM Financial Corp first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 16 quarters since.
  • SYM Financial Corp's iShares Russell 1000 Value ETF position peaked at $331K in Q4 2017.
  • 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.