Marquette Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Marquette Asset Management’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
2026 Q2	$156K	Sell	2,021 -363	-15%	-$26.6K	0.02%	113
2026 Q1	$161K	Sell	2,384 -145	-6%	-$10.1K	0.02%	58
2025 Q4	$167K	Sell	2,529 -412	-14%	-$27K	0.02%	61
2025 Q3	$192K	Sell	2,941 -454	-13%	-$29.2K	0.03%	60
2025 Q2	$211K	Sell	3,395 -334	-9%	-$19.6K	0.04%	48
2025 Q1	$218K	Sell	3,729 -471	-11%	-$29.2K	0.04%	53
2024 Q4	$262K	Sell	4,200 -75	-2%	-$4.81K	0.04%	72
2024 Q3	$266K	Sell	4,275 -1,366	-24%	-$82.4K	0.04%	81
2024 Q2	$330K	Sell	5,641 -1,194	-17%	-$70.1K	0.06%	54
2024 Q1	$415K	Sell	6,835 -1,675	-20%	-$94.8K	0.07%	51
2023 Q4	$472K	Hold	8,510	–	–	0.09%	47
2023 Q3	$424K	Sell	8,510 -1,325	-13%	-$69.4K	0.1%	46
2023 Q2	$514K	Sell	9,835 -280	-3%	-$13.9K	0.13%	44
2023 Q1	$506K	Hold	10,115	–	–	0.13%	44
2022 Q4	$489K	Hold	10,115	–	–	0.14%	44
2022 Q3	$444K	Sell	10,115 -725	-7%	-$35.1K	0.14%	41
2022 Q2	$490K	Hold	10,840	–	–	0.14%	52
2022 Q1	$582K	Hold	10,840	–	–	0.14%	55
2021 Q4	$614K	Hold	10,840	–	–	0.13%	54
2021 Q3	$570K	Hold	10,840	–	–	0.13%	50
2021 Q2	$583K	Hold	10,840	–	–	0.13%	49
2021 Q1	$564K	Hold	10,840	–	–	0.14%	49
2020 Q4	$498K	Hold	10,840	–	–	0.11%	52
2020 Q3	$402K	Sell	10,840 -1,000	-8%	-$37.4K	0.11%	49
2020 Q2	$421K	Hold	11,840	–	–	0.14%	44
2020 Q1	$341K	Hold	11,840	–	–	0.14%	45
2019 Q4	$487K	Sell	11,840 -1,340	-10%	-$53.1K	0.16%	45
2019 Q3	$509K	Sell	13,180 -2,680	-17%	-$103K	0.17%	47
2019 Q2	$616K	Hold	15,860	–	–	0.21%	45
2019 Q1	$601K	Hold	15,860	–	–	0.2%	44
2018 Q4	$527K	Sell	15,860 -275	-2%	-$10K	0.2%	44
2018 Q3	$650K	Hold	16,135	–	–	0.2%	48
2018 Q2	$629K	Hold	16,135	–	–	0.21%	46
2018 Q1	$605K	Hold	16,135	–	–	0.22%	46
2017 Q4	$612K	Hold	16,135	–	–	0.23%	41
2017 Q3	$577K	Hold	16,135	–	–	0.22%	45
2017 Q2	$561K	Hold	16,135	–	–	0.23%	46
2017 Q1	$553K	Hold	16,135	–	–	0.23%	49
2016 Q4	$534K	Sell	16,135 -405	-2%	-$12.8K	0.23%	48
2016 Q3	$512K	Hold	16,540	–	–	0.22%	49
2016 Q2	$494K	Hold	16,540	–	–	0.21%	49
2016 Q1	$477K	Sell	16,540 -8,650	-34%	-$231K	0.21%	49
2015 Q4	$702K	Buy	25,190 +230	+0.9%	+$6.57K	0.29%	46
2015 Q3	$682K	Sell	24,960 -115	-0.5%	-$3.34K	0.3%	46
2015 Q2	$752K	Sell	25,075 -110	-0.4%	-$3.35K	0.31%	48
2015 Q1	$766K	Sell	25,185 -195	-0.8%	-$5.77K	0.31%	46
2014 Q4	$735K	Hold	25,380	–	–	0.3%	49
2014 Q3	$694K	Hold	25,380	–	–	0.29%	47
2014 Q2	$726K	Buy	25,380 +240	+1%	+$6.59K	0.3%	47
2014 Q1	$691K	Hold	25,140	–	–	0.29%	46
2013 Q4	$673K	Hold	25,140	–	–	0.28%	41
2013 Q3	$624K	Buy	25,140 +10,110	+67%	+$247K	0.28%	43
2013 Q2	$347K	Buy	+15,030	New	+$349K	0.17%	49

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Marquette Asset Management's IJH Position: Q2 2026 in Review

Marquette Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 15% in Q2 2026, selling an estimated $26.6K and leaving 2,021 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #113.

Marquette Asset Management first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. The position peaked at $766K in Q1 2015. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Marquette Asset Management held 2,021 shares of iShares Core S&P Mid-Cap ETF worth $156K as of Q2 2026.
Marquette Asset Management sold 363 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $26.6K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Marquette Asset Management's portfolio in Q2 2026, its #113 holding.
Marquette Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
Marquette Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $766K in Q1 2015.
815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.