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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

SYM Financial Corp increased its iShares Russell 1000 Value ETF (IWD) stake by 32% in Q1 2026, buying an estimated $49.3K and bringing the position to 920 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #323.

SYM Financial Corp first reported a position in IWD in Q4 2017 and has held it in 15 quarters since. The position peaked at $331K in Q4 2017. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

SYM Financial Corp held 920 shares of iShares Russell 1000 Value ETF worth $197K as of Q1 2026.
SYM Financial Corp bought 225 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $49.3K.
iShares Russell 1000 Value ETF made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #323 holding.
SYM Financial Corp first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 15 quarters since.
SYM Financial Corp's iShares Russell 1000 Value ETF position peaked at $331K in Q4 2017.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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