MIM
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Marco Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Marco Investment Management’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 		$2.08M Hold
26,955
– – 0.14% 96
2026
Q1 		$1.82M Buy
26,955
+4,590
+21% +$318K 0.14% 100
2025
Q4 		$1.48M Hold
22,365
– – 0.11% 102
2025
Q3 		$1.46M Sell
22,365
-270
-1% -$17.4K 0.11% 104
2025
Q2 		$1.4M Hold
22,635
– – 0.12% 101
2025
Q1 		$1.32M Hold
22,635
– – 0.12% 102
2024
Q4 		$1.41M Sell
22,635
-4,325
-16% -$277K 0.12% 100
2024
Q3 		$1.68M Buy
26,960
+2,660
+11% +$160K 0.15% 97
2024
Q2 		$1.42M Sell
24,300
-9
-0% -$529 0.13% 101
2024
Q1 		$1.48M Buy
24,309
+9
+0% +$510 0.14% 104
2023
Q4 		$1.35M Buy
24,300
+1,665
+7% +$84.4K 0.14% 104
2023
Q3 		$1.13M Hold
22,635
– – 0.13% 108
2023
Q2 		$1.18M Sell
22,635
-200
-0.9% -$9.94K 0.13% 107
2023
Q1 		$1.14M Sell
22,835
-225
-1% -$11.5K 0.13% 108
2022
Q4 		$1.12M Hold
23,060
– – 0.13% 107
2022
Q3 		$1.01M Hold
23,060
– – 0.13% 108
2022
Q2 		$1.04M Buy
23,060
+2,755
+14% +$136K 0.12% 113
2022
Q1 		$1.09M Hold
20,305
– – 0.11% 119
2021
Q4 		$1.15M Hold
20,305
– – 0.11% 119
2021
Q3 		$1.07M Hold
20,305
– – 0.12% 120
2021
Q2 		$1.09M Sell
20,305
-1,680
-8% -$90.7K 0.13% 114
2021
Q1 		$1.14M Hold
21,985
– – 0.15% 106
2020
Q4 		$1.01M Buy
21,985
+1,530
+7% +$64.5K 0.15% 100
2020
Q3 		$758K Hold
20,455
– – 0.12% 103
2020
Q2 		$727K Hold
20,455
– – 0.13% 102
2020
Q1 		$589K Hold
20,455
– – 0.12% 102
2019
Q4 		$842K Hold
20,455
– – 0.13% 104
2019
Q3 		$791K Sell
20,455
-190
-0.9% -$7.3K 0.14% 102
2019
Q2 		$802K Sell
20,645
-855
-4% -$32.8K 0.14% 102
2019
Q1 		$814K Sell
21,500
-400
-2% -$14.8K 0.15% 100
2018
Q4 		$727K Buy
21,900
+10
+0% +$365 0.14% 107
2018
Q3 		$881K Sell
21,890
-105
-0.5% -$4.22K 0.13% 114
2018
Q2 		$857K Sell
21,995
-235
-1% -$9.08K 0.13% 114
2018
Q1 		$834K Buy
22,230
+6,070
+38% +$232K 0.13% 117
2017
Q4 		$613K Buy
16,160
+10
+0.1% +$370 0.09% 124
2017
Q3 		$578K Sell
16,150
-85
-0.5% -$2.96K 0.09% 133
2017
Q2 		$565K Buy
16,235
+5
+0% +$173 0.09% 132
2017
Q1 		$556K Sell
16,230
-895
-5% -$30.5K 0.09% 131
2016
Q4 		$537K Buy
17,125
+920
+6% +$29.2K 0.09% 131
2016
Q3 		$501K Hold
16,205
– – 0.09% 132
2016
Q2 		$484K Buy
16,205
+5
+0% +$147 0.09% 134
2016
Q1 		$467 Buy
16,200
+20
+0.1% +$534 0.07% 138
2015
Q4 		$451K Sell
16,180
-490
-3% -$14K 0.08% 139
2015
Q3 		$456K Buy
16,670
+5
+0% +$145 0.09% 132
2015
Q2 		$500K Buy
16,665
+5
+0% +$152 0.08% 136
2015
Q1 		$506K Sell
16,660
-1,315
-7% -$38.9K 0.09% 128
2014
Q4 		$521K Buy
17,975
+3,825
+27% +$107K 0.07% 132
2014
Q3 		$387K Hold
14,150
– – 0.05% 141
2014
Q2 		$415K Buy
+14,150
New +$389K 0.08% 133

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marco Investment Management's IJH Position: Q2 2026 in Review

Marco Investment Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 26,955 shares worth $2.08M. The position accounts for 0.14% of the portfolio, ranked #96.

Marco Investment Management first reported a position in IJH in Q2 2014 and has held it in 49 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Marco Investment Management held 26,955 shares of iShares Core S&P Mid-Cap ETF worth $2.08M as of Q2 2026.
  • Marco Investment Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.14% of Marco Investment Management's portfolio in Q2 2026, its #96 holding.
  • Marco Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2014 and has held it in 49 quarters since.
  • 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.