Marshall & Sterling Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Marshall & Sterling Wealth Advisors’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	$57.7K	Hold	749	–	–	0.03%	145
2026 Q1	$50.6K	Hold	749	–	–	0.03%	145
2025 Q4	$49.4K	Sell	749 -149	-17%	-$9.76K	0.03%	142
2025 Q3	$58.6K	Hold	898	–	–	0.04%	160
2025 Q2	$55.7K	Hold	898	–	–	0.04%	150
2025 Q1	$52.4K	Buy	898 +151	+20%	+$9.38K	0.04%	151
2024 Q4	$46.5K	Buy	+747	New	+$47.9K	0.03%	132

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 & Sterling Wealth Advisors's IJH Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 749 shares worth $57.7K. The position accounts for 0.03% of the portfolio, ranked #145.

Marshall & Sterling Wealth Advisors first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $58.6K in Q3 2025. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Marshall & Sterling Wealth Advisors held 749 shares of iShares Core S&P Mid-Cap ETF worth $57.7K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.03% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #145 holding.
Marshall & Sterling Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $58.6K in Q3 2025.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.