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SWP Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

SWP Financial’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 		$3.34M Sell
43,278
-735
-2% -$53.9K 1.54% 16
2026
Q1 		$2.97M Buy
44,013
+639
+1% +$44.3K 1.52% 24
2025
Q4 		$2.86M Sell
43,374
-791
-2% -$51.8K 1.44% 23
2025
Q3 		$2.88M Sell
44,165
-114
-0.3% -$7.33K 1.47% 20
2025
Q2 		$2.75M Sell
44,279
-136
-0.3% -$7.98K 1.51% 19
2025
Q1 		$2.59M Sell
44,415
-578
-1% -$35.9K 1.58% 14
2024
Q4 		$2.8M Sell
44,993
-109,824
-71% -$7.04M 1.69% 15
2024
Q3 		$9.65M Buy
154,817
+31,792
+26% +$1.92M 5.89% 7
2024
Q2 		$7.2M Buy
123,025
+81,900
+199% +$4.81M 4.76% 8
2024
Q1 		$2.5M Buy
41,125
+5,170
+14% +$293K 1.75% 18
2023
Q4 		$1.99M Buy
+35,955
New +$1.82M 1.55% 20

Other funds holding IJH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
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
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
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

SWP Financial's IJH Position: Q2 2026 in Review

SWP Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.7% in Q2 2026, selling an estimated $53.9K and leaving 43,278 shares worth $3.34M. The position accounts for 1.54% of the portfolio, ranked #16.

SWP Financial first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.65M in Q3 2024. 1,520 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • SWP Financial held 43,278 shares of iShares Core S&P Mid-Cap ETF worth $3.34M as of Q2 2026.
  • SWP Financial sold 735 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $53.9K.
  • iShares Core S&P Mid-Cap ETF made up 1.54% of SWP Financial's portfolio in Q2 2026, its #16 holding.
  • SWP Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • SWP Financial's iShares Core S&P Mid-Cap ETF position peaked at $9.65M in Q3 2024.
  • 1,520 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.