SYM Financial Corp’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

SYM Financial Corp’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$114K	Buy	1,579 +1,007	+176%	+$76K	0.01%	441
2026 Q2	$44.1K	Buy	572 +117	+26%	+$8.58K	﹤0.01%	439
2026 Q1	$30.7K	Hold	455	–	–	﹤0.01%	377
2025 Q4	$30K	Sell	455 -2,930	-87%	-$192K	﹤0.01%	377
2025 Q3	$221K	Sell	3,385 -146	-4%	-$9.38K	0.02%	295
2025 Q2	$219K	Buy	3,531 +2,977	+537%	+$175K	0.02%	290
2025 Q1	$32.3K	Hold	554	–	–	﹤0.01%	321
2024 Q4	$34.5K	Hold	554	–	–	﹤0.01%	290
2024 Q3	$34.5K	Hold	554	–	–	﹤0.01%	232
2024 Q2	$32.4K	Buy	554 +99	+22%	+$5.82K	0.01%	218
2024 Q1	$27.6K	Hold	455	–	–	﹤0.01%	140
2023 Q4	$25.2K	Hold	455	–	–	﹤0.01%	158
2023 Q3	$22.7K	Sell	455 -130	-22%	-$6.81K	﹤0.01%	146
2023 Q2	$30.6K	Buy	+585	New	+$29.1K	0.01%	89
2023 Q1	–	Sell	-5	Closed	-$242	–	112
2022 Q4	$242	Sell	5 -2,080	-100%	-$100K	﹤0.01%	119
2022 Q3	$91K	Sell	2,085 -240	-10%	-$11.6K	0.04%	65
2022 Q2	$105K	Buy	2,325 +240	+12%	+$11.8K	0.05%	68
2022 Q1	$112K	Hold	2,085	–	–	0.05%	67
2021 Q4	$118K	Hold	2,085	–	–	0.05%	65
2021 Q3	$110K	Buy	+2,085	New	+$112K	0.06%	65
2020 Q3	–	Sell	-270	Closed	-$10K	–	85
2020 Q2	$10K	Hold	270	–	–	0.01%	58
2020 Q1	$8K	Sell	270 -1,230	-82%	-$45.7K	0.01%	64
2019 Q4	$62K	Buy	+1,500	New	+$59.4K	0.04%	61

Other funds holding IJH

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

SYM Financial Corp's IJH Position: Q3 2026 in Review

SYM Financial Corp increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 176% in Q3 2026, buying an estimated $76K and bringing the position to 1,579 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #441.

SYM Financial Corp first reported a position in IJH in Q4 2019 and has held it in 23 quarters since. The position peaked at $221K in Q3 2025. 1,778 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

SYM Financial Corp held 1,579 shares of iShares Core S&P Mid-Cap ETF worth $114K as of Q3 2026.
SYM Financial Corp bought 1,007 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $76K.
iShares Core S&P Mid-Cap ETF made up 0.01% of SYM Financial Corp's portfolio in Q3 2026, its #441 holding.
SYM Financial Corp first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 23 quarters since.
SYM Financial Corp's iShares Core S&P Mid-Cap ETF position peaked at $221K in Q3 2025.
1,778 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.