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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$274K	Buy	1,665 +1	+0.1%	+$158	0.02%	277
2026 Q1	$243K	Hold	1,664	–	–	0.02%	269
2025 Q4	$235K	Hold	1,664	–	–	0.02%	280
2025 Q3	$232K	Sell	1,664 -7,139	-81%	-$976K	0.02%	280
2025 Q2	$1.16M	Buy	8,803 +7,140	+429%	+$896K	0.13%	50
2025 Q1	$210K	Hold	1,663	–	–	0.03%	255
2024 Q4	$215K	Sell	1,663 -81	-5%	-$10.8K	0.03%	217
2024 Q3	$231K	Hold	1,744	–	–	0.03%	151
2024 Q2	$211K	Buy	1,744 +1	+0.1%	+$122	0.03%	148
2024 Q1	$218K	Sell	1,743 -151	-8%	-$17.8K	0.04%	90
2023 Q4	$220K	Buy	1,894 +1,169	+161%	+$125K	0.04%	96
2023 Q3	$75.6K	Hold	725	–	–	0.01%	116
2023 Q2	$79.6K	Hold	725	–	–	0.02%	73
2023 Q1	$77K	Hold	725	–	–	0.02%	70
2022 Q4	$76.4K	Buy	725 +265	+58%	+$27.8K	0.02%	73
2022 Q3	$44K	Hold	460	–	–	0.02%	74
2022 Q2	$47K	Sell	460 -4	-0.9%	-$447	0.02%	79
2022 Q1	$56K	Buy	464 +4	+0.9%	+$471	0.02%	75
2021 Q4	$56K	Sell	460 -23	-5%	-$2.75K	0.02%	76
2021 Q3	$55K	Buy	483 +23	+5%	+$2.66K	0.03%	79
2021 Q2	$53K	Hold	460	–	–	0.03%	64
2021 Q1	$50K	Sell	460 -18	-4%	-$1.88K	0.03%	61
2020 Q4	$46K	Hold	478	–	–	0.03%	55
2020 Q3	$39K	Buy	478 +18	+4%	+$1.46K	0.03%	52
2020 Q2	$35K	Hold	460	–	–	0.03%	51
2020 Q1	$29K	Hold	460	–	–	0.03%	58
2019 Q4	$44K	Hold	460	–	–	0.03%	69
2019 Q3	$41K	Hold	460	–	–	0.03%	56
2019 Q2	$41K	Hold	460	–	–	0.03%	59
2019 Q1	$40K	Hold	460	–	–	0.03%	59
2018 Q4	$35K	Hold	460	–	–	0.01%	63
2018 Q3	$42K	Hold	460	–	–	0.02%	68
2018 Q2	$41K	Hold	460	–	–	0.02%	52
2018 Q1	$40K	Sell	460 -108	-19%	-$9.57K	0.02%	47
2017 Q4	$51K	Buy	+568	New	+$49.4K	0.02%	56

Other funds holding IWS

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

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

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

SYM Financial Corp increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.06% in Q2 2026, buying an estimated $158 and bringing the position to 1,665 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #277.

SYM Financial Corp first reported a position in IWS in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.16M in Q2 2025. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

SYM Financial Corp held 1,665 shares of iShares Russell Mid-Cap Value ETF worth $274K as of Q2 2026.
SYM Financial Corp bought 1 iShares Russell Mid-Cap Value ETF share in Q2 2026, an estimated $158.
iShares Russell Mid-Cap Value ETF made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #277 holding.
SYM Financial Corp first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and has held it in 35 quarters since.
SYM Financial Corp's iShares Russell Mid-Cap Value ETF position peaked at $1.16M in Q2 2025.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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