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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36.5K	Buy	311 +30	+11%	+$3.33K	﹤0.01%	445
2026 Q1	$28.3K	Hold	281	–	–	﹤0.01%	379
2025 Q4	$27.2K	Buy	281 +81	+41%	+$7.8K	﹤0.01%	380
2025 Q3	$19.2K	Hold	200	–	–	﹤0.01%	382
2025 Q2	$18.2K	Buy	+200	New	+$17.1K	﹤0.01%	387
2022 Q3	–	Sell	-43	Closed	-$3K	–	109
2022 Q2	$3K	Buy	+43	New	+$3.02K	﹤0.01%	110
2019 Q1	–	Sell	-324	Closed	-$15K	–	73
2018 Q4	$15K	Buy	+324	New	+$17K	0.01%	73

Other funds holding IJK

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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

SYM Financial Corp increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 11% in Q2 2026, buying an estimated $3.33K and bringing the position to 311 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

SYM Financial Corp first reported a position in IJK in Q4 2018 and has held it in 7 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

SYM Financial Corp held 311 shares of iShares S&P Mid-Cap 400 Growth ETF worth $36.5K as of Q2 2026.
SYM Financial Corp bought 30 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $3.33K.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #445 holding.
SYM Financial Corp first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 7 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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