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SWS Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

SWS Partners’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 		$16.3M Sell
211,840
-21,655
-9% -$1.59M 3.53% 4
2026
Q1 		$15.8M Sell
233,495
-639
-0.3% -$44.3K 3.89% 3
2025
Q4 		$15.5M Buy
234,134
+6,521
+3% +$427K 3.73% 3
2025
Q3 		$14.9M Buy
227,613
+5,269
+2% +$339K 3.63% 3
2025
Q2 		$13.8M Buy
222,344
+18,495
+9% +$1.09M 3.72% 3
2025
Q1 		$11.9M Sell
203,849
-202
-0.1% -$12.5K 3.9% 3
2024
Q4 		$12.7M Sell
204,051
-7
-0% -$449 3.85% 2
2024
Q3 		$12.7M Buy
204,058
+4,426
+2% +$267K 4.05% 2
2024
Q2 		$11.7M Sell
199,632
-8,190
-4% -$481K 3.49% 2
2024
Q1 		$12.6M Sell
207,822
-10,433
-5% -$591K 3.77% 2
2023
Q4 		$12.1M Buy
218,255
+81,895
+60% +$4.15M 3.94% 2
2023
Q3 		$6.8M Buy
136,360
+1,360
+1% +$71.3K 2.51% 5
2023
Q2 		$7.06M Buy
135,000
+780
+0.6% +$38.8K 2.55% 5
2023
Q1 		$6.72M Buy
134,220
+11,330
+9% +$577K 2.5% 6
2022
Q4 		$5.95M Buy
122,890
+3,660
+3% +$177K 2.82% 6
2022
Q3 		$5.23M Buy
+119,230
New +$5.76M 2.42% 6
2021
Q1 		– Sell
-99,670
Closed -$4.58M – 92
2020
Q4 		$4.58M Sell
99,670
-6,725
-6% -$283K 2.04% 8
2020
Q3 		$3.94M Buy
+106,395
New +$3.98M 1.98% 9
2020
Q2 		– Sell
-91,645
Closed -$2.64M – 86
2020
Q1 		$2.64M Buy
+91,645
New +$3.41M 1.88% 10
2019
Q3 		$4.02M Buy
100,495
+7,250
+8% +$279K 2.38% 6
2019
Q2 		$3.62M Buy
+93,245
New +$3.57M 2.3% 7
2018
Q4 		$2.68M Buy
80,830
+9,080
+13% +$331K 2.03% 9
2018
Q3 		$2.89M Buy
71,750
+3,955
+6% +$159K 1.83% 11
2018
Q2 		$2.64M Buy
67,795
+10,030
+17% +$387K 1.86% 10
2018
Q1 		$2.12M Buy
57,765
+9,735
+20% +$372K 1.56% 12
2017
Q4 		$1.82M Buy
+48,030
New +$1.78M 1.37% 21

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 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
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

SWS Partners's IJH Position: Q2 2026 in Review

SWS Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.3% in Q2 2026, selling an estimated $1.59M and leaving 211,840 shares worth $16.3M. The position accounts for 3.53% of the portfolio, ranked #4.

SWS Partners first reported a position in IJH in Q4 2017 and has held it in 26 quarters since. 1,646 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • SWS Partners held 211,840 shares of iShares Core S&P Mid-Cap ETF worth $16.3M as of Q2 2026.
  • SWS Partners sold 21,655 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.59M.
  • iShares Core S&P Mid-Cap ETF made up 3.53% of SWS Partners's portfolio in Q2 2026, its #4 holding.
  • SWS Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 26 quarters since.
  • 1,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.