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Marietta Investment Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Marietta Investment Partners’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
Q4 		– Sell
-6,583
Closed -$430K – 170
2025
Q3 		$430K Buy
+6,583
New +$423K 0.08% 130

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 $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Marietta Investment Partners's IJH Position: Q4 2025 in Review

Marietta Investment Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 6,583 shares — an estimated $430K sold.

Marietta Investment Partners first reported a position in IJH in Q3 2025 and held it in 1 quarter. The position peaked at $430K in Q3 2025. 2,640 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

  • Marietta Investment Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Marietta Investment Partners sold 6,583 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $430K.
  • Marietta Investment Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and held it in 1 quarter.
  • Marietta Investment Partners's iShares Core S&P Mid-Cap ETF position peaked at $430K in Q3 2025.
  • 2,640 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Marietta Investment Partners's 13F filing for Q4 2025, filed 10 Feb 2026.