Ownership history in SYM FINANCIAL Corp · 12 quarters on record
This page tracks every 13F SEC filing in which SYM FINANCIAL Corp reported a position in ISHARES TR (USMV). 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 Q4 | ADDED | 2,977 | +168 | +6.0% | 0.03% | $280K | $93.77 |
| 2025 Q3 | ADDED | 2,809 | +2,709 | +2709.0% | 0.03% | $267K | $94.36 |
| 2025 Q3 | REDUCED | 100 | -2,709 | -96.4% | 0.00% | $10K | $94.36 |
| 2025 Q2 | UNCHANGED | 2,809 | — | 0% | 0.03% | $264K | $92.74 |
| 2025 Q1 | UNCHANGED | 2,809 | — | 0% | 0.03% | $263K | $92.21 |
| 2024 Q4 | UNCHANGED | 2,809 | — | 0% | 0.03% | $249K | $87.11 |
| 2024 Q3 | REDUCED | 2,809 | -225 | -7.4% | 0.03% | $256K | $89.17 |
| 2024 Q2 | ADDED | 3,034 | +2,888 | +1978.1% | 0.04% | $255K | $81.63 |
| 2024 Q1 | REDUCED | 146 | -340 | -70.0% | 0.00% | $12K | $80.97 |
| 2023 Q4 | ADDED | 486 | +340 | +232.9% | 0.01% | $38K | $75.26 |
As of 2025 Q4 — sorted by position size