Ownership history in SYM FINANCIAL Corp · 11 quarters on record
This page tracks every 13F SEC filing in which SYM FINANCIAL Corp reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 1,080 | — | 0% | 0.08% | $723K | $665.17 |
| 2025 Q2 | ADDED | 1,080 | +1,029 | +2017.6% | 0.08% | $671K | $615.21 |
| 2024 Q4 | REDUCED | 51 | -43 | -45.7% | 0.00% | $30K | $579.67 |
| 2023 Q4 | REDUCED | 94 | -505 | -84.3% | 0.01% | $45K | $463.98 |
| 2023 Q3 | ADDED | 599 | +551 | +1147.9% | 0.05% | $257K | $415.48 |
| 2023 Q2 | REDUCED | 48 | -31 | -39.2% | 0.00% | $21K | $429.27 |
| 2022 Q2 | REDUCED | 79 | -45 | -36.3% | 0.01% | $30K | $359.10 |
| 2022 Q1 | UNCHANGED | 124 | — | 0% | 0.02% | $56K | $428.36 |
| 2021 Q4 | UNCHANGED | 124 | — | 0% | 0.02% | $59K | $448.87 |
| 2021 Q3 | UNCHANGED | 124 | — | 0% | 0.03% | $53K | $404.14 |
As of 2025 Q4 — sorted by position size