Marathon Strategic Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$9.04K | 0.74% | 22 |
|
|
2024
Q3 | $695K | Sell |
11,154
-176
| -2% | -$11K | 0.73% | 23 |
|
|
2024
Q2 | $663K | Buy |
+11,330
| New | +$663K | 0.77% | 22 |
|
|
2024
Q1 | – | Sell |
-11,255
| Closed | -$624K | – | 28 |
|
|
2023
Q4 | $624K | Buy |
+11,255
| New | +$624K | 0.84% | 21 |
|