Roan Capital Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.08M Sell
13,955
-3,818
-21% -$280K 0.89% 31
2026
Q1
$1.2M Buy
+17,773
New +$1.23M 1.11% 28

Other funds holding IJH

Roan Capital Partners's IJH Position: Q2 2026 in Review

Roan Capital Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 21% in Q2 2026, selling an estimated $280K and leaving 13,955 shares worth $1.08M. The position accounts for 0.89% of the portfolio, ranked #31.

Roan Capital Partners first reported a position in IJH in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.2M in Q1 2026. 2,721 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Roan Capital Partners held 13,955 shares of iShares Core S&P Mid-Cap ETF worth $1.08M as of Q2 2026.
  • Roan Capital Partners sold 3,818 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $280K.
  • iShares Core S&P Mid-Cap ETF made up 0.89% of Roan Capital Partners's portfolio in Q2 2026, its #31 holding.
  • Roan Capital Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • Roan Capital Partners's iShares Core S&P Mid-Cap ETF position peaked at $1.2M in Q1 2026.
  • 2,721 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Roan Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.