Marin Bay Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Marin Bay Wealth Advisors's IJH Position: Q2 2026 in Review
Marin Bay Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 18% in Q2 2026, selling an estimated $191K and leaving 11,977 shares worth $924K. The position accounts for 0.5% of the portfolio, ranked #42.
Marin Bay Wealth Advisors first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. The position peaked at $985K in Q1 2026. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Marin Bay Wealth Advisors held 11,977 shares of iShares Core S&P Mid-Cap ETF worth $924K as of Q2 2026.
- Marin Bay Wealth Advisors sold 2,603 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $191K.
- iShares Core S&P Mid-Cap ETF made up 0.5% of Marin Bay Wealth Advisors's portfolio in Q2 2026, its #42 holding.
- Marin Bay Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
- Marin Bay Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $985K in Q1 2026.
- 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Marin Bay Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.