SYM Financial Corp’s iShares Russell 2000 Value ETF IWN Stock Holding History

SYM Financial Corp’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2	Closed	–	–	122
2022 Q1	$0	Buy	+2	New	+$319	﹤0.01%	118
2021 Q1	–	Sell	-8	Closed	-$1K	–	84
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	78
2020 Q3	$1K	Buy	+8	New	+$813	﹤0.01%	79
2018 Q1	–	Sell	-143	Closed	-$18K	–	67
2017 Q4	$18K	Buy	+143	New	+$17.9K	0.01%	64

Other funds holding IWN

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SYM Financial Corp's IWN Position: Q2 2022 in Review

SYM Financial Corp sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2022, closing a stake of 2 shares.

SYM Financial Corp first reported a position in IWN in Q4 2017 and held it in 4 quarters. The position peaked at $18K in Q4 2017. 877 funds tracked by Wall St. Rank hold IWN as of Q2 2022.

SYM Financial Corp reported no remaining iShares Russell 2000 Value ETF position as of Q2 2022 after selling out during the quarter.
SYM Financial Corp sold 2 iShares Russell 2000 Value ETF shares in Q2 2022.
SYM Financial Corp first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and held it in 4 quarters.
SYM Financial Corp's iShares Russell 2000 Value ETF position peaked at $18K in Q4 2017.
877 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2022.

Based on SYM Financial Corp's 13F filing for Q2 2022, filed 19 Jul 2022.