Marietta Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.8M | Sell |
217,473
-2,913
| -1% | -$214K | 1.73% | 17 |
|
|
2026
Q1 | $14.9M | Sell |
220,386
-3,302
| -1% | -$229K | 1.77% | 15 |
|
|
2025
Q4 | $14.8M | Sell |
223,688
-1,792
| -0.8% | -$117K | 1.71% | 15 |
|
|
2025
Q3 | $14.7M | Sell |
225,480
-77,027
| -25% | -$4.95M | 1.8% | 13 |
|
|
2025
Q2 | $18.8M | Buy |
302,507
+2,931
| +1% | +$172K | 2.45% | 7 |
|
|
2025
Q1 | $17.5M | Buy |
299,576
+4,598
| +2% | +$286K | 2.57% | 6 |
|
|
2024
Q4 | $18.4M | Sell |
294,978
-309
| -0.1% | -$19.8K | 2.64% | 7 |
|
|
2024
Q3 | $18.4M | Buy |
295,287
+8,768
| +3% | +$529K | 2.67% | 8 |
|
|
2024
Q2 | $16.8M | Sell |
286,519
-5,276
| -2% | -$310K | 2.61% | 8 |
|
|
2024
Q1 | $17.7M | Buy |
291,795
+1,570
| +0.5% | +$88.9K | 2.93% | 4 |
|
|
2023
Q4 | $16.1M | Sell |
290,225
-710
| -0.2% | -$36K | 2.87% | 5 |
|
|
2023
Q3 | $14.5M | Buy |
290,935
+10,290
| +4% | +$539K | 2.88% | 2 |
|
|
2023
Q2 | $14.7M | Buy |
280,645
+10,390
| +4% | +$516K | 2.77% | 3 |
|
|
2023
Q1 | $13.5M | Buy |
270,255
+29,255
| +12% | +$1.49M | 2.87% | 3 |
|
|
2022
Q4 | $11.7M | Buy |
241,000
+2,765
| +1% | +$134K | 2.64% | 2 |
|
|
2022
Q3 | $10.4M | Buy |
238,235
+34,640
| +17% | +$1.67M | 2.61% | 3 |
|
|
2022
Q2 | $9.21M | Buy |
203,595
+14,580
| +8% | +$720K | 2.23% | 6 |
|
|
2022
Q1 | $10.1M | Buy |
189,015
+2,660
| +1% | +$142K | 2.12% | 5 |
|
|
2021
Q4 | $10.6M | Buy |
186,355
+3,550
| +2% | +$198K | 2.12% | 8 |
|
|
2021
Q3 | $9.62M | Buy |
182,805
+7,945
| +5% | +$427K | 2.1% | 8 |
|
|
2021
Q2 | $9.4M | Buy |
174,860
+5,230
| +3% | +$282K | 2.12% | 8 |
|
|
2021
Q1 | $8.83M | Sell |
169,630
-7,190
| -4% | -$359K | 2.2% | 8 |
|
|
2020
Q4 | $8.13M | Sell |
176,820
-4,435
| -2% | -$187K | 2.24% | 8 |
|
|
2020
Q3 | $6.72M | Sell |
181,255
-22,325
| -11% | -$835K | 2.09% | 8 |
|
|
2020
Q2 | $7.24M | Sell |
203,580
-58,175
| -22% | -$1.93M | 2.47% | 8 |
|
|
2020
Q1 | $7.53M | Buy |
261,755
+14,755
| +6% | +$549K | 2.93% | 4 |
|
|
2019
Q4 | $10.2M | Buy |
247,000
+15,695
| +7% | +$622K | 3.35% | 1 |
|
|
2019
Q3 | $8.94M | Buy |
231,305
+9,475
| +4% | +$364K | 3.26% | 1 |
|
|
2019
Q2 | $8.62M | Buy |
221,830
+1,950
| +0.9% | +$74.7K | 3.36% | 1 |
|
|
2019
Q1 | $8.33M | Buy |
219,880
+14,535
| +7% | +$537K | 3.42% | 1 |
|
|
2018
Q4 | $6.82M | Buy |
205,345
+33,195
| +19% | +$1.21M | 3.26% | 1 |
|
|
2018
Q3 | $6.93M | Buy |
172,150
+15,385
| +10% | +$618K | 3.06% | 2 |
|
|
2018
Q2 | $6.11M | Buy |
156,765
+6,755
| +5% | +$261K | 2.98% | 1 |
|
|
2018
Q1 | $5.63M | Buy |
150,010
+7,810
| +5% | +$299K | 2.95% | 2 |
|
|
2017
Q4 | $5.4M | Sell |
142,200
-565
| -0.4% | -$20.9K | 2.92% | 2 |
|
|
2017
Q3 | $5.11M | Buy |
142,765
+7,135
| +5% | +$249K | 2.86% | 2 |
|
|
2017
Q2 | $4.72M | Buy |
135,630
+1,325
| +1% | +$45.7K | 2.87% | 3 |
|
|
2017
Q1 | $4.6M | Sell |
134,305
-1,970
| -1% | -$67K | 3.05% | 3 |
|
|
2016
Q4 | $4.51M | Buy |
+136,275
| New | +$4.32M | 3.61% | 1 |
|
Other funds holding IJH
Marietta Wealth Management's IJH Position: Q2 2026 in Review
Marietta Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q2 2026, selling an estimated $214K and leaving 217,473 shares worth $16.8M. The position accounts for 1.73% of the portfolio, ranked #17.
Marietta Wealth Management first reported a position in IJH in Q4 2016 and has held it in 39 quarters since. The position peaked at $18.8M in Q2 2025. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Marietta Wealth Management held 217,473 shares of iShares Core S&P Mid-Cap ETF worth $16.8M as of Q2 2026.
- Marietta Wealth Management sold 2,913 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $214K.
- iShares Core S&P Mid-Cap ETF made up 1.73% of Marietta Wealth Management's portfolio in Q2 2026, its #17 holding.
- Marietta Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
- Marietta Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $18.8M in Q2 2025.
- 2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.