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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

SYM Financial Corp held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 1,664 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #269.

SYM Financial Corp first reported a position in IWS in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.16M in Q2 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • SYM Financial Corp held 1,664 shares of iShares Russell Mid-Cap Value ETF worth $243K as of Q1 2026.
  • SYM Financial Corp left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #269 holding.
  • SYM Financial Corp first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and has held it in 34 quarters since.
  • SYM Financial Corp's iShares Russell Mid-Cap Value ETF position peaked at $1.16M in Q2 2025.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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