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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5	Closed	-$496	–	438
2025 Q3	$496	Hold	5	–	–	﹤0.01%	408
2025 Q2	$472	Hold	5	–	–	﹤0.01%	419
2025 Q1	$437	Hold	5	–	–	﹤0.01%	351
2024 Q4	$454	Hold	5	–	–	﹤0.01%	331
2024 Q3	$453	Hold	5	–	–	﹤0.01%	262
2024 Q2	$416	Sell	5 -59	-92%	-$4.8K	﹤0.01%	262
2024 Q1	$5.42K	Sell	64 -54	-46%	-$4.28K	﹤0.01%	158
2023 Q4	$9.2K	Buy	118 +20	+20%	+$1.42K	﹤0.01%	168
2023 Q3	$6.77K	Buy	98 +34	+53%	+$2.48K	﹤0.01%	165
2023 Q2	$4.66K	Hold	64	–	–	﹤0.01%	108
2023 Q1	$4.45K	Buy	64 +1	+2%	+$71	﹤0.01%	97
2022 Q4	$4.28K	Hold	63	–	–	﹤0.01%	114
2022 Q3	$4K	Sell	63 -32	-34%	-$2.2K	﹤0.01%	97
2022 Q2	$6K	Buy	95 +32	+51%	+$2.28K	﹤0.01%	102
2022 Q1	$5K	Sell	63 -25	-28%	-$1.92K	﹤0.01%	106
2021 Q4	$7K	Buy	88 +1	+1%	+$82	﹤0.01%	99
2021 Q3	$7K	Buy	87 +57	+190%	+$4.57K	﹤0.01%	106
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	85
2021 Q1	$2K	Buy	+30	New	+$2.17K	﹤0.01%	76
2020 Q3	–	Sell	-165	Closed	-$9K	–	87
2020 Q2	$9K	Buy	+165	New	+$8.27K	0.01%	59

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SYM Financial Corp's IWR Position: Q4 2025 in Review

SYM Financial Corp sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 5 shares — an estimated $496 sold.

SYM Financial Corp first reported a position in IWR in Q2 2020 and held it in 20 quarters. The position peaked at $9.2K in Q4 2023. 1,522 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

SYM Financial Corp reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
SYM Financial Corp sold 5 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $496.
SYM Financial Corp first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and held it in 20 quarters.
SYM Financial Corp's iShares Russell Mid-Cap ETF position peaked at $9.2K in Q4 2023.
1,522 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on SYM Financial Corp's 13F filing for Q4 2025, filed 13 Feb 2026.