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Rogco LP’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Rogco LP’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
Q1 		$719K Sell
10,649
-118,198
-92% -$8.2M 0.24% 62
2025
Q4 		$8.5M Buy
128,847
+4,180
+3% +$274K 2.82% 9
2025
Q3 		$8.14M Buy
124,667
+5,796
+5% +$372K 2.86% 9
2025
Q2 		$7.37M Sell
118,871
-1,031
-0.9% -$60.5K 2.78% 9
2025
Q1 		$7M Buy
119,902
+3,079
+3% +$191K 2.8% 9
2024
Q4 		$7.28M Sell
116,823
-2,749
-2% -$176K 2.97% 8
2024
Q3 		$7.45M Sell
119,572
-4,850
-4% -$292K 2.92% 7
2024
Q2 		$7.28M Sell
124,422
-932
-0.7% -$54.8K 2.97% 7
2024
Q1 		$7.61M Sell
125,354
-2,361
-2% -$134K 3.11% 7
2023
Q4 		$7.08M Sell
127,715
-56,900
-31% -$2.89M 3.09% 7
2023
Q3 		$9.21M Buy
+184,615
New +$9.67M 4.55% 4

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rogco LP's IJH Position: Q1 2026 in Review

Rogco LP reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 92% in Q1 2026, selling an estimated $8.2M and leaving 10,649 shares worth $719K. The position accounts for 0.24% of the portfolio, ranked #62.

Rogco LP first reported a position in IJH in Q3 2023 and has held it in 11 quarters since. The position peaked at $9.21M in Q3 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Rogco LP held 10,649 shares of iShares Core S&P Mid-Cap ETF worth $719K as of Q1 2026.
  • Rogco LP sold 118,198 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $8.2M.
  • iShares Core S&P Mid-Cap ETF made up 0.24% of Rogco LP's portfolio in Q1 2026, its #62 holding.
  • Rogco LP first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • Rogco LP's iShares Core S&P Mid-Cap ETF position peaked at $9.21M in Q3 2023.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Rogco LP's 13F filing for Q1 2026, filed 5 May 2026.