Swan Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.86K Sell
50
-120
-71% -$8.8K ﹤0.01% 292
2026
Q1
$11.5K Buy
+170
New +$11.8K ﹤0.01% 187
2024
Q3
Sell
-735
Closed -$43K 357
2024
Q2
$43K Buy
+735
New +$43.2K 0.02% 70

Other funds holding IJH

Swan Capital's IJH Position: Q2 2026 in Review

Swan Capital reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 71% in Q2 2026, selling an estimated $8.8K and leaving 50 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Swan Capital first reported a position in IJH in Q2 2024 and has held it in 3 quarters since. The position peaked at $43K in Q2 2024. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Swan Capital held 50 shares of iShares Core S&P Mid-Cap ETF worth $3.86K as of Q2 2026.
  • Swan Capital sold 120 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $8.8K.
  • iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #292 holding.
  • Swan Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 3 quarters since.
  • Swan Capital's iShares Core S&P Mid-Cap ETF position peaked at $43K in Q2 2024.
  • 2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.