SYM Financial Corp’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $74.2K | Hold |
299
| – | – | 0.01% | 357 |
|
|
2025
Q4 | $73.6K | Buy |
299
+33
| +12% | +$8.11K | 0.01% | 355 |
|
|
2025
Q3 | $64.4K | Hold |
266
| – | – | 0.01% | 358 |
|
|
2025
Q2 | $57.4K | Sell |
266
-100
| -27% | -$20.1K | 0.01% | 357 |
|
|
2025
Q1 | $73K | Buy |
366
+100
| +38% | +$21.7K | 0.01% | 297 |
|
|
2024
Q4 | $58.8K | Hold |
266
| – | – | 0.01% | 276 |
|
|
2024
Q3 | $58.8K | Hold |
266
| – | – | 0.01% | 218 |
|
|
2024
Q2 | $54K | Sell |
266
-14
| -5% | -$2.83K | 0.01% | 201 |
|
|
2024
Q1 | $58.8K | Buy |
280
+1
| +0.4% | +$199 | 0.01% | 125 |
|
|
2023
Q4 | $56.1K | Hold |
279
| – | – | 0.01% | 134 |
|
|
2023
Q3 | $49.4K | Hold |
279
| – | – | 0.01% | 129 |
|
|
2023
Q2 | $52.3K | Buy |
279
+51
| +22% | +$9.09K | 0.01% | 83 |
|
|
2023
Q1 | $40.7K | Hold |
228
| – | – | 0.01% | 80 |
|
|
2022
Q4 | $39.8K | Hold |
228
| – | – | 0.01% | 87 |
|
|
2022
Q3 | $38K | Sell |
228
-16
| -7% | -$2.92K | 0.02% | 78 |
|
|
2022
Q2 | $41K | Buy |
244
+16
| +7% | +$2.95K | 0.02% | 80 |
|
|
2022
Q1 | $47K | Hold |
228
| – | – | 0.02% | 79 |
|
|
2021
Q4 | $51K | Hold |
228
| – | – | 0.02% | 77 |
|
|
2021
Q3 | $50K | Buy |
228
+13
| +6% | +$2.88K | 0.03% | 81 |
|
|
2021
Q2 | $49K | Hold |
215
| – | – | 0.03% | 67 |
|
|
2021
Q1 | $48K | Hold |
215
| – | – | 0.03% | 62 |
|
|
2020
Q4 | $42K | Hold |
215
| – | – | 0.03% | 60 |
|
|
2020
Q3 | $32K | Hold |
215
| – | – | 0.02% | 56 |
|
|
2020
Q2 | $31K | Sell |
215
-398
| -65% | -$52.2K | 0.03% | 55 |
|
|
2020
Q1 | $70K | Buy |
613
+240
| +64% | +$35.8K | 0.07% | 51 |
|
|
2019
Q4 | $62K | Hold |
373
| – | – | 0.04% | 62 |
|
|
2019
Q3 | $56K | Hold |
373
| – | – | 0.04% | 51 |
|
|
2019
Q2 | $58K | Hold |
373
| – | – | 0.04% | 53 |
|
|
2019
Q1 | $57K | Hold |
373
| – | – | 0.04% | 53 |
|
|
2018
Q4 | $50K | Sell |
373
-7,150
| -95% | -$1.07M | 0.02% | 57 |
|
|
2018
Q3 | $1.27M | Buy |
7,523
+7,150
| +1,917% | +$1.21M | 0.71% | 5 |
|
|
2018
Q2 | $61K | Hold |
373
| – | – | 0.04% | 45 |
|
|
2018
Q1 | $57K | Hold |
373
| – | – | 0.03% | 40 |
|
|
2017
Q4 | $57K | Buy |
+373
| New | +$56K | 0.03% | 55 |
|
Other funds holding IWM
SYM Financial Corp's IWM Position: Q1 2026 in Review
SYM Financial Corp held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 299 shares worth $74.2K. The position accounts for 0.01% of the portfolio, ranked #357.
SYM Financial Corp first reported a position in IWM in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.27M in Q3 2018. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- SYM Financial Corp held 299 shares of iShares Russell 2000 ETF worth $74.2K as of Q1 2026.
- SYM Financial Corp left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
- iShares Russell 2000 ETF made up 0.01% of SYM Financial Corp's portfolio in Q1 2026, its #357 holding.
- SYM Financial Corp first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 34 quarters since.
- SYM Financial Corp's iShares Russell 2000 ETF position peaked at $1.27M in Q3 2018.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.