SHV — ISHARES TR

Ownership history in SYM FINANCIAL Corp  ·  5 quarters on record

This page tracks every 13F SEC filing in which SYM FINANCIAL Corp reported a position in ISHARES TR (SHV). 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.

Peak position
0.05% (2024 Q4)
Avg. % of fund
0.02%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 110 -1,170 -91.4% 0.00% $12K $108.41
2025 Q2 REDUCED 1,280 -2,448 -65.7% 0.02% $141K $107.23
2025 Q1 ADDED 3,728 +109 +3.0% 0.05% $412K $106.15
2024 Q4 ADDED 3,619 +3,616 +120533.3% 0.05% $398K $105.08
2023 Q3 INITIATED 3 — — 0.00% $331 —
% of Fund (quarterly)    SHV price (monthly, adj. close)

Other funds also holding SHV

As of 2025 Q4 — sorted by position size

Hansen & Associates Financial Group, Inc. 29.71% Legacy Advisory Services, LLC 20.25% Client First Capital LLC 3Y 15.24% Able Wealth Management LLC 12.9% Bull Oak Capital, LLC 9.96% Allred Capital Management, LLC 3Y 7Y 9.63% PARAGON CAPITAL MANAGEMENT INC 8.53% CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3Y 7.52% White Lighthouse Investment Management Inc. 3Y 7Y 7.26% Bulltick Wealth Management, LLC 7.18%
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