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 Q3	$21.5K	Hold	228	–	–	﹤0.01%	495
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

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

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

NWA

Northwest Wealth Advisors Bellingham, Washington $202M AUM 16.44% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

SYM Financial Corp held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q3 2026 at 228 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

SYM Financial Corp first reported a position in IMCB in Q2 2025 and has held it in 6 quarters since. The position peaked at $22K in Q2 2026. 107 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

SYM Financial Corp held 228 shares of iShares Morningstar Mid-Cap ETF worth $21.5K as of Q3 2026.
SYM Financial Corp left its iShares Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q3 2026, its #495 holding.
SYM Financial Corp first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
SYM Financial Corp's iShares Morningstar Mid-Cap ETF position peaked at $22K in Q2 2026.
107 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

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