SYM Financial Corp’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$86.6K	Hold	676	–	–	0.01%	351
2025 Q4	$92.6K	Hold	676	–	–	0.01%	350
2025 Q3	$96.3K	Hold	676	–	–	0.01%	346
2025 Q2	$93.8K	Hold	676	–	–	0.01%	341
2025 Q1	$79.4K	Hold	676	–	–	0.01%	294
2024 Q4	$85.7K	Hold	676	–	–	0.01%	268
2024 Q3	$79.3K	Hold	676	–	–	0.01%	209
2024 Q2	$74.6K	Hold	676	–	–	0.01%	189
2024 Q1	$77.2K	Hold	676	–	–	0.01%	114
2023 Q4	$70.6K	Buy	676 +1	+0.1%	+$95	0.01%	123
2023 Q3	$61.6K	Hold	675	–	–	0.01%	122
2023 Q2	$65.2K	Buy	675 +1	+0.1%	+$91	0.01%	76
2023 Q1	$61.4K	Buy	674 +1	+0.1%	+$89	0.01%	73
2022 Q4	$56.3K	Buy	673 +3	+0.4%	+$252	0.01%	79
2022 Q3	$53K	Sell	670 -6	-0.9%	-$516	0.03%	71
2022 Q2	$54K	Buy	676 +7	+1%	+$610	0.03%	75
2022 Q1	$67K	Buy	669 +1	+0.1%	+$100	0.03%	71
2021 Q4	$77K	Sell	668 -10	-1%	-$1.17K	0.03%	68
2021 Q3	$76K	Buy	678 +10	+1%	+$1.15K	0.04%	71
2021 Q2	$76K	Hold	668	–	–	0.04%	57
2021 Q1	$68K	Hold	668	–	–	0.04%	57
2020 Q4	$69K	Sell	668 -264	-28%	-$25.1K	0.05%	52
2020 Q3	$81K	Buy	932 +264	+40%	+$22.3K	0.06%	47
2020 Q2	$53K	Hold	668	–	–	0.04%	45
2020 Q1	$41K	Hold	668	–	–	0.04%	55
2019 Q4	$51K	Hold	668	–	–	0.03%	66
2019 Q3	$47K	Hold	668	–	–	0.03%	54
2019 Q2	$48K	Hold	668	–	–	0.03%	56
2019 Q1	$45K	Hold	668	–	–	0.03%	56
2018 Q4	$38K	Hold	668	–	–	0.02%	61
2018 Q3	$45K	Hold	668	–	–	0.03%	66
2018 Q2	$42K	Hold	668	–	–	0.03%	51
2018 Q1	$41K	Buy	668 +422	+172%	+$26.3K	0.03%	45
2017 Q4	$15K	Buy	+246	New	+$14.5K	0.01%	67

Other funds holding IWP

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

SYM Financial Corp held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 676 shares worth $86.6K. The position accounts for 0.01% of the portfolio, ranked #351.

SYM Financial Corp first reported a position in IWP in Q4 2017 and has held it in 34 quarters since. The position peaked at $96.3K in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

SYM Financial Corp held 676 shares of iShares Russell Mid-Cap Growth ETF worth $86.6K as of Q1 2026.
SYM Financial Corp left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of SYM Financial Corp's portfolio in Q1 2026, its #351 holding.
SYM Financial Corp first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 34 quarters since.
SYM Financial Corp's iShares Russell Mid-Cap Growth ETF position peaked at $96.3K in Q3 2025.
1,174 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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