SYM Financial Corp’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$210K	Buy	833 +379	+83%	+$87.1K	0.02%	360
2026 Q1	$82.3K	Hold	454	–	–	0.01%	353
2025 Q4	$90.6K	Hold	454	–	–	0.01%	351
2025 Q3	$88.8K	Buy	454 +1	+0.2%	+$183	0.01%	350
2025 Q2	$78.6K	Hold	453	–	–	0.01%	347
2025 Q1	$63.7K	Hold	453	–	–	0.01%	302
2024 Q4	$72.3K	Hold	453	–	–	0.01%	271
2024 Q3	$68.7K	Hold	453	–	–	0.01%	216
2024 Q2	$68.1K	Buy	453 +1	+0.2%	+$138	0.01%	195
2024 Q1	$61.1K	Buy	+452	New	+$58.8K	0.01%	124

Other funds holding IYW

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

SYM Financial Corp increased its iShares US Technology ETF (IYW) stake by 83% in Q2 2026, buying an estimated $87.1K and bringing the position to 833 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #360.

SYM Financial Corp first reported a position in IYW in Q1 2024 and has held it in 10 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

SYM Financial Corp held 833 shares of iShares US Technology ETF worth $210K as of Q2 2026.
SYM Financial Corp bought 379 iShares US Technology ETF shares in Q2 2026, an estimated $87.1K.
iShares US Technology ETF made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #360 holding.
SYM Financial Corp first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 10 quarters since.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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