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

SYM Financial Corp’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SYM Financial Corp held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 1,436 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #329.

SYM Financial Corp first reported a position in IWF in Q4 2017 and has held it in 34 quarters since. The position peaked at $327K in Q4 2017. 2,436 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • SYM Financial Corp held 1,436 shares of iShares Russell 1000 Growth ETF worth $153K as of Q1 2026.
  • SYM Financial Corp left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Growth ETF made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #329 holding.
  • SYM Financial Corp first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 34 quarters since.
  • SYM Financial Corp's iShares Russell 1000 Growth ETF position peaked at $327K in Q4 2017.
  • 2,436 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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