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IJR icon

SWMG LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

SWMG LLC’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$317K Sell
2,180
-3,834
-64% -$526K 0.07% 81
2026
Q1 		$748K Buy
6,014
+23
+0.4% +$2.92K 0.21% 47
2025
Q4 		$791K Sell
5,991
-513
-8% -$61.4K 0.22% 48
2025
Q3 		$781K Sell
6,504
-6,324
-49% -$727K 0.24% 51
2025
Q2 		$1.45M Buy
12,828
+6,009
+88% +$621K 0.49% 32
2025
Q1 		$681K Sell
6,819
-22,783
-77% -$2.57M 0.27% 54
2024
Q4 		$3.52M Buy
29,602
+8,951
+43% +$1.07M 1.4% 16
2024
Q3 		$2.55M Buy
20,651
+3,113
+18% +$352K 1.05% 22
2024
Q2 		$1.87M Buy
17,538
+46
+0.3% +$4.92K 0.83% 23
2024
Q1 		$1.93M Sell
17,492
-1,951
-10% -$207K 0.87% 25
2023
Q4 		$2.1M Buy
19,443
+7,140
+58% +$688K 1% 18
2023
Q3 		$1.16M Buy
12,303
+1,130
+10% +$113K 0.61% 31
2023
Q2 		$1.11M Sell
11,173
-11,954
-52% -$1.14M 0.58% 28
2023
Q1 		$2.24M Sell
23,127
-23,204
-50% -$2.32M 1.25% 16
2022
Q4 		$4.38M Sell
46,331
-2,519
-5% -$242K 2.65% 10
2022
Q3 		$4.26M Buy
+48,850
New +$4.74M 2.78% 10
2022
Q1 		$4.16M Sell
38,586
-9,226
-19% -$996K 2.27% 10
2021
Q4 		$5.47M Buy
47,812
+5,211
+12% +$594K 2.91% 7
2021
Q3 		$4.65M Buy
42,601
+4,395
+12% +$484K 2.7% 8
2021
Q2 		$4.32M Buy
38,206
+4,926
+15% +$549K 2.54% 11
2021
Q1 		$3.61M Sell
33,280
-887
-3% -$92.8K 2.47% 11
2020
Q4 		$3.39M Buy
+34,167
New +$2.81M 2.48% 13

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

SWMG LLC's IJR Position: Q2 2026 in Review

SWMG LLC reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 64% in Q2 2026, selling an estimated $526K and leaving 2,180 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #81.

SWMG LLC first reported a position in IJR in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.47M in Q4 2021. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • SWMG LLC held 2,180 shares of iShares Core S&P Small-Cap ETF worth $317K as of Q2 2026.
  • SWMG LLC sold 3,834 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $526K.
  • iShares Core S&P Small-Cap ETF made up 0.07% of SWMG LLC's portfolio in Q2 2026, its #81 holding.
  • SWMG LLC first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • SWMG LLC's iShares Core S&P Small-Cap ETF position peaked at $5.47M in Q4 2021.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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