SYM Financial Corp’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $207K | Buy |
1,663
+227
| +16% | +$27.4K | 0.02% | 371 |
|
|
2026
Q1 | $153K | Hold |
1,436
| – | – | 0.02% | 329 |
|
|
2025
Q4 | $170K | Buy |
1,436
+488
| +51% | +$57.8K | 0.02% | 331 |
|
|
2025
Q3 | $111K | Hold |
948
| – | – | 0.01% | 340 |
|
|
2025
Q2 | $101K | Hold |
948
| – | – | 0.01% | 337 |
|
|
2025
Q1 | $85.7K | Sell |
948
-32
| -3% | -$3.16K | 0.01% | 293 |
|
|
2024
Q4 | $98.5K | Buy |
980
+32
| +3% | +$3.15K | 0.01% | 260 |
|
|
2024
Q3 | $89.1K | Sell |
948
-176
| -16% | -$16K | 0.01% | 207 |
|
|
2024
Q2 | $103K | Buy |
1,124
+176
| +19% | +$15K | 0.02% | 179 |
|
|
2024
Q1 | $80K | Hold |
948
| – | – | 0.01% | 112 |
|
|
2023
Q4 | $71.9K | Sell |
948
-120
| -11% | -$8.49K | 0.01% | 122 |
|
|
2023
Q3 | $71K | Hold |
1,068
| – | – | 0.01% | 118 |
|
|
2023
Q2 | $73.4K | Sell |
1,068
-120
| -10% | -$7.63K | 0.01% | 74 |
|
|
2023
Q1 | $72.4K | Buy |
1,188
+4
| +0.3% | +$230 | 0.02% | 71 |
|
|
2022
Q4 | $63.4K | Sell |
1,184
-676
| -36% | -$37.2K | 0.02% | 75 |
|
|
2022
Q3 | $98K | Sell |
1,860
-192
| -9% | -$11.3K | 0.05% | 64 |
|
|
2022
Q2 | $112K | Buy |
2,052
+32
| +2% | +$1.92K | 0.05% | 66 |
|
|
2022
Q1 | $140K | Buy |
2,020
+404
| +25% | +$27.6K | 0.06% | 63 |
|
|
2021
Q4 | $123K | Hold |
1,616
| – | – | 0.05% | 63 |
|
|
2021
Q3 | $111K | Buy |
1,616
+680
| +73% | +$48.1K | 0.07% | 63 |
|
|
2021
Q2 | $64K | Hold |
936
| – | – | 0.04% | 60 |
|
|
2021
Q1 | $57K | Hold |
936
| – | – | 0.03% | 60 |
|
|
2020
Q4 | $56K | Hold |
936
| – | – | 0.04% | 53 |
|
|
2020
Q3 | $51K | Hold |
936
| – | – | 0.04% | 48 |
|
|
2020
Q2 | $45K | Hold |
936
| – | – | 0.04% | 46 |
|
|
2020
Q1 | $35K | Hold |
936
| – | – | 0.04% | 57 |
|
|
2019
Q4 | $41K | Hold |
936
| – | – | 0.03% | 70 |
|
|
2019
Q3 | $37K | Hold |
936
| – | – | 0.02% | 58 |
|
|
2019
Q2 | $37K | Hold |
936
| – | – | 0.02% | 61 |
|
|
2019
Q1 | $35K | Hold |
936
| – | – | 0.02% | 61 |
|
|
2018
Q4 | $31K | Hold |
936
| – | – | 0.01% | 67 |
|
|
2018
Q3 | $36K | Hold |
936
| – | – | 0.02% | 70 |
|
|
2018
Q2 | $34K | Hold |
936
| – | – | 0.02% | 55 |
|
|
2018
Q1 | $32K | Sell |
936
-8,768
| -90% | -$307K | 0.02% | 48 |
|
|
2017
Q4 | $327K | Buy |
+9,704
| New | +$318K | 0.15% | 27 |
|
Other funds holding IWF
SYM Financial Corp's IWF Position: Q2 2026 in Review
SYM Financial Corp increased its iShares Russell 1000 Growth ETF (IWF) stake by 16% in Q2 2026, buying an estimated $27.4K and bringing the position to 1,663 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #371.
SYM Financial Corp first reported a position in IWF in Q4 2017 and has held it in 35 quarters since. The position peaked at $327K in Q4 2017. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.
- SYM Financial Corp held 1,663 shares of iShares Russell 1000 Growth ETF worth $207K as of Q2 2026.
- SYM Financial Corp bought 227 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $27.4K.
- iShares Russell 1000 Growth ETF made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #371 holding.
- SYM Financial Corp first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 35 quarters since.
- SYM Financial Corp's iShares Russell 1000 Growth ETF position peaked at $327K in Q4 2017.
- 2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.
Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.