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 Q2	$125K	Hold	318	–	–	0.01%	406
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SYM Financial Corp's IWO Position: Q2 2026 in Review

SYM Financial Corp held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 318 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #406.

SYM Financial Corp first reported a position in IWO in Q4 2017 and has held it in 35 quarters since. The position peaked at $134K in Q3 2025. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

SYM Financial Corp held 318 shares of iShares Russell 2000 Growth ETF worth $125K as of Q2 2026.
SYM Financial Corp left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of SYM Financial Corp's portfolio in Q2 2026, its #406 holding.
SYM Financial Corp first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 35 quarters since.
SYM Financial Corp's iShares Russell 2000 Growth ETF position peaked at $134K in Q3 2025.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.