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SYM Financial Corp’s iShares Russell 2000 Growth ETF IWO Stock Holding History

SYM Financial Corp’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$99.8K Hold
318
– – 0.01% 348
2025
Q4 		$103K Sell
318
-100
-24% -$32.5K 0.01% 346
2025
Q3 		$134K Buy
418
+172
+70% +$51.9K 0.01% 330
2025
Q2 		$70.3K Hold
246
– – 0.01% 350
2025
Q1 		$62.9K Buy
246
+106
+76% +$29.9K 0.01% 304
2024
Q4 		$40.2K Hold
140
– – 0.01% 284
2024
Q3 		$39.7K Hold
140
– – 0.01% 228
2024
Q2 		$36.7K Hold
140
– – 0.01% 214
2024
Q1 		$37.9K Hold
140
– – 0.01% 135
2023
Q4 		$35.3K Hold
140
– – 0.01% 150
2023
Q3 		$31.3K Hold
140
– – 0.01% 139
2023
Q2 		$33.9K Buy
140
+1
+0.7% +$229 0.01% 87
2023
Q1 		$31.6K Hold
139
– – 0.01% 83
2022
Q4 		$29.8K Buy
139
+1
+0.7% +$219 0.01% 93
2022
Q3 		$29K Hold
138
– – 0.01% 83
2022
Q2 		$29K Hold
138
– – 0.01% 88
2022
Q1 		$35K Hold
138
– – 0.02% 88
2021
Q4 		$40K Hold
138
– – 0.02% 84
2021
Q3 		$41K Hold
138
– – 0.02% 86
2021
Q2 		$43K Hold
138
– – 0.02% 71
2021
Q1 		$42K Hold
138
– – 0.02% 69
2020
Q4 		$40K Hold
138
– – 0.03% 61
2020
Q3 		$31K Sell
138
-27
-16% -$5.91K 0.02% 58
2020
Q2 		$34K Hold
165
– – 0.03% 52
2020
Q1 		$26K Hold
165
– – 0.03% 61
2019
Q4 		$35K Hold
165
– – 0.02% 73
2019
Q3 		$32K Hold
165
– – 0.02% 60
2019
Q2 		$33K Hold
165
– – 0.02% 64
2019
Q1 		$32K Sell
165
-28
-15% -$5.33K 0.02% 62
2018
Q4 		$32K Buy
193
+28
+17% +$5.22K 0.01% 66
2018
Q3 		$35K Hold
165
– – 0.02% 72
2018
Q2 		$34K Hold
165
– – 0.02% 56
2018
Q1 		$31K Sell
165
-56
-25% -$10.8K 0.02% 50
2017
Q4 		$41K Buy
+221
New +$40.3K 0.02% 58

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

SYM Financial Corp held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 318 shares worth $99.8K. The position accounts for 0.01% of the portfolio, ranked #348.

SYM Financial Corp first reported a position in IWO in Q4 2017 and has held it in 34 quarters since. The position peaked at $134K in Q3 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • SYM Financial Corp held 318 shares of iShares Russell 2000 Growth ETF worth $99.8K as of Q1 2026.
  • SYM Financial Corp left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of SYM Financial Corp's portfolio in Q1 2026, its #348 holding.
  • SYM Financial Corp first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 34 quarters since.
  • SYM Financial Corp's iShares Russell 2000 Growth ETF position peaked at $134K in Q3 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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