Synovus Financial’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Synovus Financial’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.01M	Buy	7,767 +116	+2%	+$14.9K	0.01%	520
2025 Q2	$946K	Buy	7,651 +127	+2%	+$14.9K	0.01%	515
2025 Q1	$901K	Buy	7,524 +30	+0.4%	+$3.76K	0.01%	505
2024 Q4	$937K	Buy	7,494 +28	+0.4%	+$3.58K	0.01%	492
2024 Q3	$923K	Buy	7,466 +1,069	+17%	+$127K	0.01%	530
2024 Q2	$726K	Buy	6,397 +561	+10%	+$64K	0.01%	527
2024 Q1	$691K	Buy	5,836 +534	+10%	+$60.1K	0.01%	547
2023 Q4	$605K	Sell	5,302 -296	-5%	-$30.4K	0.01%	568
2023 Q3	$565K	Sell	5,598 -510	-8%	-$54.5K	0.01%	582
2023 Q2	$654K	Sell	6,108 -361	-6%	-$36.7K	0.01%	537
2023 Q1	$665K	Sell	6,469 -54	-0.8%	-$5.77K	0.01%	539
2022 Q4	$657K	Buy	6,523 +487	+8%	+$48.6K	0.01%	551
2022 Q3	$545K	Sell	6,036 -62	-1%	-$6.17K	0.01%	559
2022 Q2	$574K	Buy	6,098 +159	+3%	+$16.2K	0.01%	555
2022 Q1	$651K	Buy	5,939 +10	+0.2%	+$1.08K	0.01%	545
2021 Q4	$657K	Sell	5,929 -1,148	-16%	-$125K	0.01%	556
2021 Q3	$729K	Sell	7,077 -2,380	-25%	-$250K	0.01%	516
2021 Q2	$994K	Buy	9,457 +7,166	+313%	+$765K	0.01%	437
2021 Q1	$232K	Sell	2,291 -5,310	-70%	-$507K	﹤0.01%	698
2020 Q4	$658K	Sell	7,601 -971	-11%	-$76.2K	0.01%	479
2020 Q3	$576K	Buy	8,572 +4,400	+105%	+$304K	0.01%	460
2020 Q2	$276K	Sell	4,172 -10,506	-72%	-$659K	﹤0.01%	593
2020 Q1	$807K	Buy	14,678 +5,288	+56%	+$398K	0.01%	406
2019 Q4	$808K	Sell	9,390 -738	-7%	-$60.6K	0.01%	376
2019 Q3	$816K	Sell	10,128 -462	-4%	-$36.4K	0.01%	361
2019 Q2	$844K	Sell	10,590 -4	-0%	-$317	0.01%	365
2019 Q1	$830K	Sell	10,594 -1,292	-11%	-$100K	0.01%	360
2018 Q4	$821K	Sell	11,886 -128	-1%	-$9.79K	0.01%	339
2018 Q3	$1.02M	Sell	12,014 -418	-3%	-$34.9K	0.02%	315
2018 Q2	$1.01M	Buy	12,432 +68	+0.5%	+$5.44K	0.02%	310
2018 Q1	$956K	Sell	12,364 -34	-0.3%	-$2.7K	0.02%	322
2017 Q4	$991K	Buy	12,398 +492	+4%	+$38.4K	0.02%	307
2017 Q3	$912K	Buy	11,906 +3,360	+39%	+$249K	0.02%	304
2017 Q2	$636K	Buy	8,546 +7,696	+905%	+$569K	0.01%	371
2017 Q1	$63K	Hold	850	–	–	﹤0.01%	695
2016 Q4	$62K	Hold	850	–	–	﹤0.01%	691
2016 Q3	$57K	Hold	850	–	–	﹤0.01%	684
2016 Q2	$54K	Hold	850	–	–	﹤0.01%	650
2016 Q1	$53K	Hold	850	–	–	﹤0.01%	643
2015 Q4	$50K	Hold	850	–	–	﹤0.01%	656
2015 Q3	$49K	Hold	850	–	–	﹤0.01%	619
2015 Q2	$55K	Hold	850	–	–	﹤0.01%	600
2015 Q1	$56K	Hold	850	–	–	﹤0.01%	620
2014 Q4	$54K	Hold	850	–	–	﹤0.01%	626
2014 Q3	$51K	Hold	850	–	–	﹤0.01%	605
2014 Q2	$54K	Hold	850	–	–	﹤0.01%	571
2014 Q1	$51K	Hold	850	–	–	﹤0.01%	568
2013 Q4	$49K	Hold	850	–	–	﹤0.01%	553
2013 Q3	$46K	Hold	850	–	–	﹤0.01%	542
2013 Q2	$43K	Buy	+850	New	+$43K	﹤0.01%	543

Other funds holding IJJ

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Synovus Financial's IJJ Position: Q3 2025 in Review

Synovus Financial increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.5% in Q3 2025, buying an estimated $14.9K and bringing the position to 7,767 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #520.

Synovus Financial first reported a position in IJJ in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.02M in Q3 2018. 812 funds tracked by Wall St. Rank hold IJJ as of Q3 2025.

Synovus Financial held 7,767 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.01M as of Q3 2025.
Synovus Financial bought 116 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2025, an estimated $14.9K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Synovus Financial's portfolio in Q3 2025, its #520 holding.
Synovus Financial first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 50 quarters since.
Synovus Financial's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.02M in Q3 2018.
812 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.