Marino Stram & Associates’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 | $21.7M | Buy |
281,143
+4,054
| +1% | +$297K | 3.45% | 6 |
|
|
2026
Q1 | $18.7M | Buy |
277,089
+4,049
| +1% | +$281K | 3.36% | 6 |
|
|
2025
Q4 | $18M | Sell |
273,040
-8,499
| -3% | -$557K | 3.26% | 6 |
|
|
2025
Q3 | $18.4M | Buy |
281,539
+12,205
| +5% | +$784K | 3.3% | 6 |
|
|
2025
Q2 | $16.7M | Sell |
269,334
-2,938
| -1% | -$172K | 3.37% | 6 |
|
|
2025
Q1 | $15.9M | Buy |
272,272
+5,301
| +2% | +$329K | 3.53% | 6 |
|
|
2024
Q4 | $16.6M | Buy |
266,971
+6,332
| +2% | +$406K | 3.68% | 6 |
|
|
2024
Q3 | $16.2M | Buy |
260,639
+5,313
| +2% | +$320K | 3.63% | 6 |
|
|
2024
Q2 | $14.9M | Buy |
255,326
+1,928
| +0.8% | +$113K | 3.65% | 6 |
|
|
2024
Q1 | $15.4M | Buy |
253,398
+3,283
| +1% | +$186K | 3.64% | 6 |
|
|
2023
Q4 | $13.9M | Buy |
250,115
+1,425
| +0.6% | +$72.3K | 3.59% | 7 |
|
|
2023
Q3 | $12.4M | Buy |
248,690
+2,455
| +1% | +$129K | 3.63% | 6 |
|
|
2023
Q2 | $12.9M | Buy |
246,235
+1,800
| +0.7% | +$89.5K | 3.65% | 6 |
|
|
2023
Q1 | $12.2M | Buy |
244,435
+1,750
| +0.7% | +$89.2K | 3.69% | 7 |
|
|
2022
Q4 | $11.7M | Buy |
242,685
+2,125
| +0.9% | +$103K | 3.7% | 6 |
|
|
2022
Q3 | $10.5M | Sell |
240,560
-2,350
| -1% | -$114K | 3.81% | 7 |
|
|
2022
Q2 | $11M | Sell |
242,910
-3,890
| -2% | -$192K | 3.81% | 6 |
|
|
2022
Q1 | $13.2M | Buy |
246,800
+1,140
| +0.5% | +$60.7K | 4.18% | 7 |
|
|
2021
Q4 | $13.9M | Buy |
245,660
+2,125
| +0.9% | +$118K | 4.27% | 7 |
|
|
2021
Q3 | $12.8M | Buy |
+243,535
| New | +$13.1M | 4.43% | 7 |
|
|
2021
Q2 | – | Sell |
-237,015
| Closed | -$12.3M | – | 270 |
|
|
2021
Q1 | $12.3M | Sell |
237,015
-2,005
| -0.8% | -$100K | 4.82% | 5 |
|
|
2020
Q4 | $11M | Sell |
239,020
-15,835
| -6% | -$667K | 4.88% | 5 |
|
|
2020
Q3 | $9.38M | Sell |
254,855
-14,215
| -5% | -$531K | 5.01% | 5 |
|
|
2020
Q2 | $9.57M | Sell |
269,070
-4,400
| -2% | -$146K | 5.7% | 4 |
|
|
2020
Q1 | $7.87M | Sell |
273,470
-12,525
| -4% | -$466K | 6.06% | 4 |
|
|
2019
Q4 | $11.8M | Buy |
285,995
+1,100
| +0.4% | +$43.6K | 7.7% | 4 |
|
|
2019
Q3 | $11M | Buy |
284,895
+7,035
| +3% | +$270K | 7.8% | 4 |
|
|
2019
Q2 | $10.8M | Buy |
277,860
+7,150
| +3% | +$274K | 7.91% | 4 |
|
|
2019
Q1 | $10.3M | Buy |
270,710
+2,920
| +1% | +$108K | 7.4% | 3 |
|
|
2018
Q4 | $8.7M | Buy |
267,790
+7,175
| +3% | +$262K | 7.6% | 2 |
|
|
2018
Q3 | $10.5M | Buy |
260,615
+29,770
| +13% | +$1.2M | 8.39% | 3 |
|
|
2018
Q2 | $9.05M | Buy |
230,845
+13,310
| +6% | +$514K | 8.05% | 3 |
|
|
2018
Q1 | $8.16M | Buy |
217,535
+2,715
| +1% | +$104K | 7.55% | 2 |
|
|
2017
Q4 | $8.15M | Buy |
+214,820
| New | +$7.94M | 7.53% | 2 |
|
Other funds holding IJH
CCA
MRC
VFA
CWM
FMII
Marino Stram & Associates's IJH Position: Q2 2026 in Review
Marino Stram & Associates increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q2 2026, buying an estimated $297K and bringing the position to 281,143 shares worth $21.7M. The position accounts for 3.45% of the portfolio, ranked #6.
Marino Stram & Associates first reported a position in IJH in Q4 2017 and has held it in 34 quarters since. 1,434 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Marino Stram & Associates held 281,143 shares of iShares Core S&P Mid-Cap ETF worth $21.7M as of Q2 2026.
- Marino Stram & Associates bought 4,054 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $297K.
- iShares Core S&P Mid-Cap ETF made up 3.45% of Marino Stram & Associates's portfolio in Q2 2026, its #6 holding.
- Marino Stram & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- 1,434 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.