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iShares S&P MidCap 400 Index shares owned by Marathon Strategic Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Marathon Strategic Advisors from 13F filings

Historical chart of Marathon Strategic Advisors investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Marathon Strategic Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Index by Marathon Strategic Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $704k 11k 65.26
2025-06-30 $683k 11k 62.02
2025-03-31 $642k 11k 58.35
2024-12-31 $686k 11k 62.31
2024-09-30 $695k 11k 62.32
2024-06-30 $663k 11k 58.52
2023-12-31 $624k 2.3k 277.15

More positions owned by Marathon Strategic Advisors

SPDR DJ Wilshire Mid Cap (SPMD)
SPDR DJ Wilshire Large Cap (SPLG)
SPDR S&P Emerging Markets (SPEM)
iShares S&P 500 Index (IVV)
SPDR S&P World ex-US (SPDW)
Vanguard Europe Pacific ETF (VEA)
Vanguard Intl Equity Index F glb ex us etf (VNQI)
Vanguard REIT ETF (VNQ)
Vanguard Mid-Cap ETF (VO)
Vanguard Emerging Markets ETF (VWO)
BlackRock Floating Rate Income Strat. Fn (FRA)
Calamos Conv. Opptys. & Income Fund (CHI)
Vaneck Vectors Junior Gold Miners Etf etf (GDXJ)
Spdr Ser Tr spdr russel 2000 (SPSM)
WisdomTree SmallCap Dividend Fund (DES)

View all positions for Marathon Strategic Advisors

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Wells Fargo & Company
FMR
Raymond James Financial
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
LPL Financial
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index