SYM Financial Corp
IYK icon

SYM Financial Corp’s iShares US Consumer Staples ETF IYK Stock Holding History

SYM Financial Corp’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$48.8K Buy
690
+4
+0.6% +$297 ﹤0.01% 473
2026
Q2 		$49.8K Buy
686
+4
+0.6% +$286 ﹤0.01% 436
2026
Q1 		$47.8K Buy
682
+3
+0.4% +$216 ﹤0.01% 363
2025
Q4 		$45.4K Sell
679
-665
-49% -$45.1K ﹤0.01% 363
2025
Q3 		$91.9K Buy
1,344
+9
+0.7% +$628 0.01% 347
2025
Q2 		$94.1K Buy
1,335
+8
+0.6% +$563 0.01% 340
2025
Q1 		$95K Buy
1,327
+5
+0.4% +$340 0.01% 291
2024
Q4 		$86.7K Buy
1,322
+10
+0.8% +$687 0.01% 267
2024
Q3 		$92.6K Buy
1,312
+10
+0.8% +$690 0.01% 205
2024
Q2 		$85.6K Buy
1,302
+8
+0.6% +$532 0.01% 185
2024
Q1 		$87.5K Buy
1,294
+4
+0.3% +$261 0.01% 110
2023
Q4 		$82.4K Buy
1,290
+24
+2% +$1.49K 0.01% 120
2023
Q3 		$78.7K Hold
1,266
– – 0.01% 113
2023
Q2 		$84.5K Buy
1,266
+6
+0.5% +$403 0.02% 72
2023
Q1 		$83.7K Buy
1,260
+6
+0.5% +$393 0.02% 69
2022
Q4 		$84.8K Buy
1,254
+9
+0.7% +$592 0.02% 72
2022
Q3 		$75K Buy
+1,245
New +$81.8K 0.04% 67

Other funds holding IYK

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Key Client Fiduciary Advisors
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
WealthSpring Partners
WealthSpring Partners Long Beach, California $94.4M AUM 11.13% 1-Year Est. Return
Centerline Wealth Advisors
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return

SYM Financial Corp's IYK Position: Q3 2026 in Review

SYM Financial Corp increased its iShares US Consumer Staples ETF (IYK) stake by 0.58% in Q3 2026, buying an estimated $297 and bringing the position to 690 shares worth $48.8K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

SYM Financial Corp first reported a position in IYK in Q3 2022 and has held it in 17 quarters since. The position peaked at $95K in Q1 2025. 153 funds tracked by Wall St. Rank hold IYK as of Q3 2026.

  • SYM Financial Corp held 690 shares of iShares US Consumer Staples ETF worth $48.8K as of Q3 2026.
  • SYM Financial Corp bought 4 iShares US Consumer Staples ETF shares in Q3 2026, an estimated $297.
  • iShares US Consumer Staples ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q3 2026, its #473 holding.
  • SYM Financial Corp first reported a position in iShares US Consumer Staples ETF in Q3 2022 and has held it in 17 quarters since.
  • SYM Financial Corp's iShares US Consumer Staples ETF position peaked at $95K in Q1 2025.
  • 153 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.