Marshall Financial Group (Maryland)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Marshall Financial Group (Maryland)’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	$603K	Buy	7,822 +370	+5%	+$27.1K	0.09%	198
2026 Q1	$503K	Sell	7,452 -3,665	-33%	-$254K	0.08%	201
2025 Q4	$734K	Sell	11,117 -1,696	-13%	-$111K	0.14%	170
2025 Q3	$836K	Sell	12,813 -666	-5%	-$42.8K	0.16%	149
2025 Q2	$851K	Sell	13,479 -1,510	-10%	-$88.6K	0.17%	148
2025 Q1	$875K	Sell	14,989 -1,018	-6%	-$63.2K	0.19%	131
2024 Q4	$997K	Sell	16,007 -242	-1%	-$15.5K	0.24%	108
2024 Q3	$1.01M	Buy	+16,249	New	+$980K	0.24%	114

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marshall Financial Group (Maryland)'s IJH Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5% in Q2 2026, buying an estimated $27.1K and bringing the position to 7,822 shares worth $603K. The position accounts for 0.09% of the portfolio, ranked #198.

Marshall Financial Group (Maryland) first reported a position in IJH in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q3 2024. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Marshall Financial Group (Maryland) held 7,822 shares of iShares Core S&P Mid-Cap ETF worth $603K as of Q2 2026.
Marshall Financial Group (Maryland) bought 370 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $27.1K.
iShares Core S&P Mid-Cap ETF made up 0.09% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #198 holding.
Marshall Financial Group (Maryland) first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Marshall Financial Group (Maryland)'s iShares Core S&P Mid-Cap ETF position peaked at $1.01M in Q3 2024.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.