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 Q3	$281K	Hold	3,899	–	–	0.03%	91
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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Rodgers & Associates's IJH Position: Q3 2026 in Review

Rodgers & Associates held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 3,899 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #91.

Rodgers & Associates first reported a position in IJH in Q1 2024 and has held it in 9 quarters since. The position peaked at $301K in Q2 2026. 2,469 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Rodgers & Associates held 3,899 shares of iShares Core S&P Mid-Cap ETF worth $281K as of Q3 2026.
Rodgers & Associates left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Mid-Cap ETF made up 0.03% of Rodgers & Associates's portfolio in Q3 2026, its #91 holding.
Rodgers & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Rodgers & Associates's iShares Core S&P Mid-Cap ETF position peaked at $301K in Q2 2026.
2,469 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Rodgers & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.