Marathon Strategic Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Marathon Strategic Advisors’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	$819K	Hold	10,621	–	–	0.46%	27
2026 Q1	$717K	Hold	10,621	–	–	0.52%	30
2025 Q4	$701K	Sell	10,621 -170	-2%	-$11.1K	0.54%	29
2025 Q3	$704K	Sell	10,791 -218	-2%	-$14K	0.56%	29
2025 Q2	$683K	Hold	11,009	–	–	0.63%	25
2025 Q1	$642K	Hold	11,009	–	–	0.69%	22
2024 Q4	$686K	Sell	11,009 -145	-1%	-$9.3K	0.74%	22
2024 Q3	$695K	Sell	11,154 -176	-2%	-$10.6K	0.73%	23
2024 Q2	$663K	Buy	+11,330	New	+$666K	0.77%	22
2024 Q1	–	Sell	-11,255	Closed	-$624K	–	28
2023 Q4	$624K	Buy	+11,255	New	+$571K	0.84%	21

Other funds holding IJH

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Marathon Strategic Advisors's IJH Position: Q2 2026 in Review

Marathon Strategic Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 10,621 shares worth $819K. The position accounts for 0.46% of the portfolio, ranked #27.

Marathon Strategic Advisors first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. 919 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Marathon Strategic Advisors held 10,621 shares of iShares Core S&P Mid-Cap ETF worth $819K as of Q2 2026.
Marathon Strategic Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.46% of Marathon Strategic Advisors's portfolio in Q2 2026, its #27 holding.
Marathon Strategic Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
919 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.