SWS Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
SWS Partners's IJH Position: Q3 2026 in Review
SWS Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 7% in Q3 2026, selling an estimated $1.12M and leaving 196,969 shares worth $14.2M. The position accounts for 3.05% of the portfolio, ranked #5.
SWS Partners first reported a position in IJH in Q4 2017 and has held it in 27 quarters since. The position peaked at $16.3M in Q2 2026. 2,469 funds tracked by Wall St. Rank hold IJH as of Q3 2026.
- SWS Partners held 196,969 shares of iShares Core S&P Mid-Cap ETF worth $14.2M as of Q3 2026.
- SWS Partners sold 14,871 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $1.12M.
- iShares Core S&P Mid-Cap ETF made up 3.05% of SWS Partners's portfolio in Q3 2026, its #5 holding.
- SWS Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 27 quarters since.
- SWS Partners's iShares Core S&P Mid-Cap ETF position peaked at $16.3M in Q2 2026.
- 2,469 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.
Based on SWS Partners's 13F filing for Q3 2026, filed 26 Oct 2026.