RWRC
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R.W. Roge & Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

R.W. Roge & Company’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 		$201K Buy
+2,607
New +$191K 0.08% 68
2024
Q1 		– Sell
-10,245
Closed -$567K – 48
2023
Q4 		$567K Sell
10,245
-200
-2% -$10.1K 0.36% 27
2023
Q3 		$484K Sell
10,445
-2,835
-21% -$149K 0.36% 26
2023
Q2 		$694K Sell
13,280
-1,210
-8% -$60.1K 0.48% 20
2023
Q1 		$725K Sell
14,490
-31,185
-68% -$1.59M 0.46% 21
2022
Q4 		$2.21M Sell
45,675
-3,760
-8% -$182K 1.47% 15
2022
Q3 		$2.22M Sell
49,435
-7,560
-13% -$365K 1.57% 13
2022
Q2 		$2.58M Sell
56,995
-9,740
-15% -$481K 1.77% 12
2022
Q1 		$3.58M Sell
66,735
-390
-0.6% -$20.8K 2.51% 9
2021
Q4 		$3.47M Sell
67,125
-106,585
-61% -$5.93M 2.67% 8
2021
Q3 		$9.57M Buy
173,710
+6,615
+4% +$356K 5.67% 7
2021
Q2 		$9.04M Sell
167,095
-680
-0.4% -$36.7K 5.66% 7
2021
Q1 		$8.73M Sell
167,775
-12,530
-7% -$626K 5.9% 7
2020
Q4 		$8.29M Sell
180,305
-2,125
-1% -$89.5K 6.04% 7
2020
Q3 		$7.3M Sell
182,430
-19,695
-10% -$736K 5.62% 7
2020
Q2 		$7.19M Buy
202,125
+42,690
+27% +$1.42M 6.05% 7
2020
Q1 		$4.59M Buy
159,435
+60,410
+61% +$2.25M 4.7% 8
2019
Q4 		$4.06M Buy
+99,025
New +$3.92M 4.05% 7

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

R.W. Roge & Company's IJH Position: Q2 2026 in Review

R.W. Roge & Company opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 2,607 shares worth $201K. The stake represents 0.08% of the portfolio and ranks #68 among its holdings. This is a return to the name: R.W. Roge & Company previously reported a position in IJH as recently as Q4 2023.

R.W. Roge & Company first reported a position in IJH in Q4 2019 and has held it in 18 quarters since. The position peaked at $9.57M in Q3 2021. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • R.W. Roge & Company held 2,607 shares of iShares Core S&P Mid-Cap ETF worth $201K as of Q2 2026.
  • iShares Core S&P Mid-Cap ETF was a new R.W. Roge & Company position in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of R.W. Roge & Company's portfolio in Q2 2026, its #68 holding.
  • R.W. Roge & Company first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 18 quarters since.
  • R.W. Roge & Company's iShares Core S&P Mid-Cap ETF position peaked at $9.57M in Q3 2021.
  • 2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on R.W. Roge & Company's 13F filing for Q2 2026, filed 3 Aug 2026.