SWMG LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

SWMG LLC’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$928K	Sell	12,283 -147	-1%	-$10.8K	0.22%	39
2026 Q1	$839K	Sell	12,430 -375	-3%	-$26K	0.24%	39
2025 Q4	$919K	Buy	12,805 +2,818	+28%	+$185K	0.26%	40
2025 Q3	$655K	Sell	9,987 -3,648	-27%	-$234K	0.2%	62
2025 Q2	$876K	Buy	13,635 +1,183	+10%	+$69.4K	0.29%	48
2025 Q1	$705K	Sell	12,452 -816	-6%	-$50.7K	0.28%	49
2024 Q4	$869K	Buy	13,268 +2,849	+27%	+$183K	0.35%	41
2024 Q3	$682K	Buy	10,419 +1,121	+12%	+$67.6K	0.28%	57
2024 Q2	$544K	Buy	9,298 +1,065	+13%	+$62.6K	0.24%	53
2024 Q1	$500K	Sell	8,233 -257	-3%	-$14.6K	0.23%	59
2023 Q4	$471K	Sell	8,490 -21,250	-71%	-$1.08M	0.22%	61
2023 Q3	$1.48M	Buy	29,740 +25,640	+625%	+$1.34M	0.78%	23
2023 Q2	$214K	Buy	+4,100	New	+$204K	0.11%	89

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWMG LLC's IJH Position: Q2 2026 in Review

SWMG LLC reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.2% in Q2 2026, selling an estimated $10.8K and leaving 12,283 shares worth $928K. The position accounts for 0.22% of the portfolio, ranked #39.

SWMG LLC first reported a position in IJH in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.48M in Q3 2023. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

SWMG LLC held 12,283 shares of iShares Core S&P Mid-Cap ETF worth $928K as of Q2 2026.
SWMG LLC sold 147 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $10.8K.
iShares Core S&P Mid-Cap ETF made up 0.22% of SWMG LLC's portfolio in Q2 2026, its #39 holding.
SWMG LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
SWMG LLC's iShares Core S&P Mid-Cap ETF position peaked at $1.48M in Q3 2023.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.