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SYM Financial Corp’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

SYM Financial Corp’s Portfolio SMLF Stock Details SMLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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% -$9.55K 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

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SYM Financial Corp increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 14% in Q1 2026, buying an estimated $8.86K and bringing the position to 929 shares worth $70.1K. The position accounts for 0.01% of the portfolio, ranked #359.

SYM Financial Corp first reported a position in SMLF in Q4 2017 and has held it in 34 quarters since. The position peaked at $875K in Q4 2018. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • SYM Financial Corp held 929 shares of iShares US Small Cap Equity Factor ETF worth $70.1K as of Q1 2026.
  • SYM Financial Corp bought 114 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $8.86K.
  • iShares US Small Cap Equity Factor ETF made up 0.01% of SYM Financial Corp's portfolio in Q1 2026, its #359 holding.
  • SYM Financial Corp first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2017 and has held it in 34 quarters since.
  • SYM Financial Corp's iShares US Small Cap Equity Factor ETF position peaked at $875K in Q4 2018.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

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