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 Q1	$386K	Hold	3,258	–	–	0.04%	171
2025 Q4	$371K	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

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

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

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

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

SYM Financial Corp held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 3,258 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #171.

SYM Financial Corp first reported a position in IJS in Q4 2021 and has held it in 17 quarters since. The position peaked at $893K in Q3 2022. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

SYM Financial Corp held 3,258 shares of iShares S&P Small-Cap 600 Value ETF worth $386K as of Q1 2026.
SYM Financial Corp left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.04% of SYM Financial Corp's portfolio in Q1 2026, its #171 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 17 quarters since.
SYM Financial Corp's iShares S&P Small-Cap 600 Value ETF position peaked at $893K in Q3 2022.
844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

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