SYM Financial Corp’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22K	Hold	228	–	–	﹤0.01%	463
2026 Q1	$19K	Hold	228	–	–	﹤0.01%	389
2025 Q4	$18.9K	Hold	228	–	–	﹤0.01%	393
2025 Q3	$18.9K	Hold	228	–	–	﹤0.01%	383
2025 Q2	$18.2K	Buy	+228	New	+$17.1K	﹤0.01%	388

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

MIC

Means Investment Company Bangor, Maine $1.32B AUM 24.33% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

SYM Financial Corp held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 228 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

SYM Financial Corp first reported a position in IMCB in Q2 2025 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

SYM Financial Corp held 228 shares of iShares Morningstar Mid-Cap ETF worth $22K as of Q2 2026.
SYM Financial Corp left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #463 holding.
SYM Financial Corp first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

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