SFC
SYM Financial Corp’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$56.9K | 0.08% | 40 |
|
|
2022
Q4 | $418K | Sell |
4,576
-6,260
| -58% | -$572K | 0.1% | 38 |
|
|
2022
Q3 | $893K | Buy |
10,836
+2,905
| +37% | +$239K | 0.43% | 22 |
|
|
2022
Q2 | $706K | Buy |
+7,931
| New | +$706K | 0.33% | 22 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$21K | – | 117 |
|
|
2021
Q4 | $21K | Buy |
+200
| New | +$21K | 0.01% | 91 |
|