SYM Financial Corp’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.1K	Buy	+21	New	+$2.97K	﹤0.01%	499
2019 Q1	–	Sell	-202	Closed	-$14K	–	72
2018 Q4	$14K	Hold	202	–	–	0.01%	74
2018 Q3	$17K	Buy	+202	New	+$16.9K	0.01%	76

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SYM Financial Corp's IJJ Position: Q2 2026 in Review

SYM Financial Corp opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 21 shares worth $3.1K. The stake represents ﹤0.01% of the portfolio and ranks #499 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in IJJ as recently as Q4 2018.

SYM Financial Corp first reported a position in IJJ in Q3 2018 and has held it in 3 quarters since. The position peaked at $17K in Q3 2018. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

SYM Financial Corp held 21 shares of iShares S&P Mid-Cap 400 Value ETF worth $3.1K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new SYM Financial Corp position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #499 holding.
SYM Financial Corp first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2018 and has held it in 3 quarters since.
SYM Financial Corp's iShares S&P Mid-Cap 400 Value ETF position peaked at $17K in Q3 2018.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.