SYM Financial Corp
IYW icon

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
Q3 		$221K Hold
833
– – 0.02% 372
2026
Q2 		$210K Buy
833
+379
+83% +$87.1K 0.02% 360
2026
Q1 		$82.4K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

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

SYM Financial Corp held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 833 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #372.

SYM Financial Corp first reported a position in IYW in Q1 2024 and has held it in 11 quarters since. 805 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • SYM Financial Corp held 833 shares of iShares US Technology ETF worth $221K as of Q3 2026.
  • SYM Financial Corp left its iShares US Technology ETF share count unchanged in Q3 2026.
  • iShares US Technology ETF made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #372 holding.
  • SYM Financial Corp first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 11 quarters since.
  • 805 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

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