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Marcum Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Marcum Wealth’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
2025
Q1 		$45.9M Buy
785,794
+25,281
+3% +$1.57M 3.96% 6
2024
Q4 		$47.4M Buy
760,513
+714,246
+1,544% +$45.8M 4.11% 6
2024
Q3 		$2.88M Buy
46,267
+16,159
+54% +$974K 0.27% 43
2024
Q2 		$1.76M Buy
30,108
+497
+2% +$29.2K 0.18% 59
2024
Q1 		$1.8M Buy
29,611
+716
+2% +$40.5K 0.18% 61
2023
Q4 		$1.6M Buy
28,895
+720
+3% +$36.5K 0.17% 64
2023
Q3 		$1.41M Buy
28,175
+960
+4% +$50.3K 0.17% 68
2023
Q2 		$1.42M Sell
27,215
-855
-3% -$42.5K 0.17% 66
2023
Q1 		$1.4M Sell
28,070
-1,545
-5% -$78.7K 0.18% 67
2022
Q4 		$1.43M Sell
29,615
-4,655
-14% -$225K 0.19% 61
2022
Q3 		$1.5M Sell
34,270
-2,765
-7% -$134K 0.23% 54
2022
Q2 		$1.68M Buy
37,035
+425
+1% +$21K 0.25% 49
2022
Q1 		$1.97M Buy
36,610
+3,660
+11% +$195K 0.27% 41
2021
Q4 		$1.86M Buy
32,950
+7,425
+29% +$413K 0.26% 52
2021
Q3 		$1.34M Sell
25,525
-9,795
-28% -$527K 0.21% 68
2021
Q2 		$1.9M Buy
35,320
+515
+1% +$27.8K 0.31% 36
2021
Q1 		$1.81M Buy
+34,805
New +$1.74M 0.3% 39
2020
Q3 		– Sell
-7,400
Closed -$263K – 123
2020
Q2 		$263K Sell
7,400
-2,825
-28% -$93.8K 0.08% 92
2020
Q1 		$294K Sell
10,225
-15
-0.1% -$558 0.11% 63
2019
Q4 		$422K Buy
+10,240
New +$406K 0.16% 57

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marcum Wealth's IJH Position: Q1 2025 in Review

Marcum Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.3% in Q1 2025, buying an estimated $1.57M and bringing the position to 785,794 shares worth $45.9M. The position accounts for 3.96% of the portfolio, ranked #6.

Marcum Wealth first reported a position in IJH in Q4 2019 and has held it in 20 quarters since. The position peaked at $47.4M in Q4 2024. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

  • Marcum Wealth held 785,794 shares of iShares Core S&P Mid-Cap ETF worth $45.9M as of Q1 2025.
  • Marcum Wealth bought 25,281 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $1.57M.
  • iShares Core S&P Mid-Cap ETF made up 3.96% of Marcum Wealth's portfolio in Q1 2025, its #6 holding.
  • Marcum Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 20 quarters since.
  • Marcum Wealth's iShares Core S&P Mid-Cap ETF position peaked at $47.4M in Q4 2024.
  • 2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.