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 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 $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

SYM Financial Corp held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 454 shares worth $82.3K. The position accounts for 0.01% of the portfolio, ranked #353.

SYM Financial Corp first reported a position in IYW in Q1 2024 and has held it in 9 quarters since. The position peaked at $90.6K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

SYM Financial Corp held 454 shares of iShares US Technology ETF worth $82.3K as of Q1 2026.
SYM Financial Corp left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.01% of SYM Financial Corp's portfolio in Q1 2026, its #353 holding.
SYM Financial Corp first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 9 quarters since.
SYM Financial Corp's iShares US Technology ETF position peaked at $90.6K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

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