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

Marshall & Sullivan’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
2025 Q3	–	Sell	-200	Closed	-$12.4K	–	64
2025 Q2	$12.4K	Buy	+200	New	+$11.7K	0.01%	94
2018 Q4	–	Sell	-7,490	Closed	-$302K	–	44
2018 Q3	$302K	Hold	7,490	–	–	0.22%	40
2018 Q2	$292K	Hold	7,490	–	–	0.27%	39
2018 Q1	$281K	Hold	7,490	–	–	0.23%	40
2017 Q4	$284K	Buy	+7,490	New	+$277K	0.23%	39
2017 Q3	–	Sell	-7,490	Closed	-$261K	–	41
2017 Q2	$261K	Hold	7,490	–	–	0.22%	38
2017 Q1	$259K	Buy	+7,490	New	+$255K	0.22%	39

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall & Sullivan's IJH Position: Q3 2025 in Review

Marshall & Sullivan sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 200 shares — an estimated $12.4K sold.

Marshall & Sullivan first reported a position in IJH in Q1 2017 and held it in 7 quarters. The position peaked at $302K in Q3 2018. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Marshall & Sullivan reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Marshall & Sullivan sold 200 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $12.4K.
Marshall & Sullivan first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and held it in 7 quarters.
Marshall & Sullivan's iShares Core S&P Mid-Cap ETF position peaked at $302K in Q3 2018.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.