SYM Financial Corp’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $68.1K | Hold |
815
| – | – | 0.01% | 462 |
|
|
2026
Q2 | $72.6K | Sell |
815
-114
| -12% | -$9.5K | 0.01% | 425 |
|
|
2026
Q1 | $70.1K | Buy |
929
+114
| +14% | +$8.86K | 0.01% | 359 |
|
|
2025
Q4 | $61K | Hold |
815
| – | – | 0.01% | 360 |
|
|
2025
Q3 | $60.6K | Sell |
815
-416
| -34% | -$29.8K | 0.01% | 361 |
|
|
2025
Q2 | $83.6K | Hold |
1,231
| – | – | 0.01% | 344 |
|
|
2025
Q1 | $76.5K | Sell |
1,231
-142
| -10% | -$9.6K | 0.01% | 295 |
|
|
2024
Q4 | $92.7K | Hold |
1,373
| – | – | 0.01% | 264 |
|
|
2024
Q3 | $91.1K | Hold |
1,373
| – | – | 0.01% | 206 |
|
|
2024
Q2 | $84K | Hold |
1,373
| – | – | 0.01% | 186 |
|
|
2024
Q1 | $87.3K | Hold |
1,373
| – | – | 0.01% | 111 |
|
|
2023
Q4 | $80.8K | Hold |
1,373
| – | – | 0.01% | 121 |
|
|
2023
Q3 | $71K | Sell |
1,373
-3,037
| -69% | -$165K | 0.01% | 117 |
|
|
2023
Q2 | $236K | Hold |
4,410
| – | – | 0.05% | 54 |
|
|
2023
Q1 | $226K | Buy |
4,410
+46
| +1% | +$2.41K | 0.05% | 54 |
|
|
2022
Q4 | $217K | Sell |
4,364
-154
| -3% | -$7.67K | 0.05% | 60 |
|
|
2022
Q3 | $202K | Buy |
4,518
+455
| +11% | +$22.5K | 0.1% | 58 |
|
|
2022
Q2 | $191K | Hold |
4,063
| – | – | 0.09% | 59 |
|
|
2022
Q1 | $222K | Hold |
4,063
| – | – | 0.1% | 54 |
|
|
2021
Q4 | $233K | Hold |
4,063
| – | – | 0.09% | 47 |
|
|
2021
Q3 | $218K | Hold |
4,063
| – | – | 0.13% | 49 |
|
|
2021
Q2 | $223K | Sell |
4,063
-100
| -2% | -$5.39K | 0.13% | 43 |
|
|
2021
Q1 | $218K | Sell |
4,163
-586
| -12% | -$29.6K | 0.13% | 40 |
|
|
2020
Q4 | $217K | Hold |
4,749
| – | – | 0.16% | 35 |
|
|
2020
Q3 | $177K | Buy |
4,749
+150
| +3% | +$5.62K | 0.13% | 34 |
|
|
2020
Q2 | $164K | Buy |
4,599
+763
| +20% | +$25.5K | 0.13% | 31 |
|
|
2020
Q1 | $114K | Sell |
3,836
-70
| -2% | -$2.7K | 0.11% | 39 |
|
|
2019
Q4 | $168K | Hold |
3,906
| – | – | 0.11% | 45 |
|
|
2019
Q3 | $156K | Hold |
3,906
| – | – | 0.1% | 41 |
|
|
2019
Q2 | $157K | Sell |
3,906
-30
| -0.8% | -$1.21K | 0.1% | 42 |
|
|
2019
Q1 | $158K | Sell |
3,936
-20,478
| -84% | -$812K | 0.1% | 39 |
|
|
2018
Q4 | $875K | Buy |
24,414
+20,857
| +586% | +$819K | 0.35% | 16 |
|
|
2018
Q3 | $155K | Hold |
3,557
| – | – | 0.09% | 47 |
|
|
2018
Q2 | $149K | Sell |
3,557
-3,047
| -46% | -$125K | 0.09% | 29 |
|
|
2018
Q1 | $258K | Hold |
6,604
| – | – | 0.16% | 22 |
|
|
2017
Q4 | $261K | Buy |
+6,604
| New | +$258K | 0.12% | 34 |
|
Other funds holding SMLF
SYM Financial Corp's SMLF Position: Q3 2026 in Review
SYM Financial Corp held its iShares US Small Cap Equity Factor ETF (SMLF) position steady in Q3 2026 at 815 shares worth $68.1K. The position accounts for 0.01% of the portfolio, ranked #462.
SYM Financial Corp first reported a position in SMLF in Q4 2017 and has held it in 36 quarters since. The position peaked at $875K in Q4 2018. 166 funds tracked by Wall St. Rank hold SMLF as of Q3 2026.
- SYM Financial Corp held 815 shares of iShares US Small Cap Equity Factor ETF worth $68.1K as of Q3 2026.
- SYM Financial Corp left its iShares US Small Cap Equity Factor ETF share count unchanged in Q3 2026.
- iShares US Small Cap Equity Factor ETF made up 0.01% of SYM Financial Corp's portfolio in Q3 2026, its #462 holding.
- SYM Financial Corp first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2017 and has held it in 36 quarters since.
- SYM Financial Corp's iShares US Small Cap Equity Factor ETF position peaked at $875K in Q4 2018.
- 166 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2026.
Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.