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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
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 Large Cap (SPLG)
iShares S&P 500 Index (IVV)
SPDR S&P Emerging Markets (SPEM)
SPDR S&P World ex-US (SPDW)
SPDR DJ Wilshire Mid Cap (SPMD)
Vanguard Europe Pacific ETF (VEA)
Vanguard Global ex-US Real Est Etf2 (VNQI)
Vanguard Mid-Cap ETF (VO)
Vanguard Emerging Markets ETF (VWO)
Vanguard REIT Index Etf2 (VNQ)
Blackrock Floating Rate Income Etf (FRA)
Vaneck Vectors Junior Gold Min Etf2 (GDXJ)
Calamos Convertible Opportunit Etf (CHI)
WisdomTree SmallCap Dividend Fund (DES)
Spdr Ser Tr spdr russel 2000 (SPSM)

View all positions for Marathon Strategic Advisors

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Raymond James & Associates
Envestnet Asset Management
Royal Bank of Canada
BlackRock
Pnc Financial Services
Goldman Sachs Group
Mariner Wealth Advisors
First Command Advisory Services

View all funds holding iShares S&P MidCap 400 Index