SWMG LLC
IJH icon

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
Q3 		$869K Sell
11,935
-348
-3% -$26.3K 0.19% 45
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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

SWMG LLC's IJH Position: Q3 2026 in Review

SWMG LLC reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.8% in Q3 2026, selling an estimated $26.3K and leaving 11,935 shares worth $869K. The position accounts for 0.19% of the portfolio, ranked #45.

SWMG LLC first reported a position in IJH in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.48M in Q3 2023. 1,330 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • SWMG LLC held 11,935 shares of iShares Core S&P Mid-Cap ETF worth $869K as of Q3 2026.
  • SWMG LLC sold 348 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $26.3K.
  • iShares Core S&P Mid-Cap ETF made up 0.19% of SWMG LLC's portfolio in Q3 2026, its #45 holding.
  • SWMG LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 14 quarters since.
  • SWMG LLC's iShares Core S&P Mid-Cap ETF position peaked at $1.48M in Q3 2023.
  • 1,330 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.