Rodgers & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Rodgers & Associates’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	$301K	Hold	3,899	–	–	0.03%	90
2026 Q1	$263K	Hold	3,899	–	–	0.03%	91
2025 Q4	$257K	Hold	3,899	–	–	0.03%	90
2025 Q3	$254K	Sell	3,899 -28	-0.7%	-$1.8K	0.03%	91
2025 Q2	$244K	Buy	+3,927	New	+$231K	0.03%	92
2025 Q1	–	Sell	-3,230	Closed	-$201K	–	98
2024 Q4	$201K	Hold	3,230	–	–	0.02%	97
2024 Q3	$201K	Buy	+3,230	New	+$195K	0.02%	94
2024 Q2	–	Sell	-3,450	Closed	-$210K	–	95
2024 Q1	$210K	Buy	+3,450	New	+$195K	0.03%	86

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Rodgers & Associates's IJH Position: Q2 2026 in Review

Rodgers & Associates held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,899 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #90.

Rodgers & Associates first reported a position in IJH in Q1 2024 and has held it in 8 quarters since. 845 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Rodgers & Associates held 3,899 shares of iShares Core S&P Mid-Cap ETF worth $301K as of Q2 2026.
Rodgers & Associates left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.03% of Rodgers & Associates's portfolio in Q2 2026, its #90 holding.
Rodgers & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 8 quarters since.
845 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Rodgers & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.