SYM Financial Corp’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$397K	Sell	3,096 -174	-5%	-$23.6K	0.03%	210
2026 Q2	$447K	Buy	3,270 +12	+0.4%	+$1.55K	0.04%	172
2026 Q1	$386K	Hold	3,258	–	–	0.04%	171
2025 Q4	$370K	Hold	3,258	–	–	0.04%	184
2025 Q3	$360K	Sell	3,258 -710	-18%	-$75.4K	0.04%	169
2025 Q2	$395K	Hold	3,968	–	–	0.04%	157
2025 Q1	$387K	Hold	3,968	–	–	0.05%	135
2024 Q4	$431K	Hold	3,968	–	–	0.06%	113
2024 Q3	$427K	Hold	3,968	–	–	0.06%	85
2024 Q2	$386K	Hold	3,968	–	–	0.06%	72
2024 Q1	$408K	Hold	3,968	–	–	0.07%	52
2023 Q4	$409K	Hold	3,968	–	–	0.07%	54
2023 Q3	$354K	Hold	3,968	–	–	0.06%	61
2023 Q2	$377K	Hold	3,968	–	–	0.08%	40
2023 Q1	$371K	Sell	3,968 -608	-13%	-$59.4K	0.08%	40
2022 Q4	$418K	Sell	4,576 -6,260	-58%	-$576K	0.1%	38
2022 Q3	$893K	Buy	10,836 +2,905	+37%	+$269K	0.43%	22
2022 Q2	$706K	Buy	+7,931	New	+$760K	0.33%	22
2022 Q1	–	Sell	-200	Closed	-$21K	–	117
2021 Q4	$21K	Buy	+200	New	+$21K	0.01%	91

Other funds holding IJS

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

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

SYM Financial Corp reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 5.3% in Q3 2026, selling an estimated $23.6K and leaving 3,096 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #210.

SYM Financial Corp first reported a position in IJS in Q4 2021 and has held it in 19 quarters since. The position peaked at $893K in Q3 2022. 548 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

SYM Financial Corp held 3,096 shares of iShares S&P Small-Cap 600 Value ETF worth $397K as of Q3 2026.
SYM Financial Corp sold 174 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $23.6K.
iShares S&P Small-Cap 600 Value ETF made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #210 holding.
SYM Financial Corp first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 19 quarters since.
SYM Financial Corp's iShares S&P Small-Cap 600 Value ETF position peaked at $893K in Q3 2022.
548 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

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