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 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SYM Financial Corp held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 455 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

SYM Financial Corp first reported a position in IJH in Q4 2019 and has held it in 21 quarters since. The position peaked at $221K in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

SYM Financial Corp held 455 shares of iShares Core S&P Mid-Cap ETF worth $30.7K as of Q1 2026.
SYM Financial Corp left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q1 2026, its #377 holding.
SYM Financial Corp first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 21 quarters since.
SYM Financial Corp's iShares Core S&P Mid-Cap ETF position peaked at $221K in Q3 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

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