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 Q2	$788K	Sell	10,213 -436	-4%	-$32K	0.24%	62
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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rogco LP's IJH Position: Q2 2026 in Review

Rogco LP reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.1% in Q2 2026, selling an estimated $32K and leaving 10,213 shares worth $788K. 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 12 quarters since. The position peaked at $9.21M in Q3 2023. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Rogco LP held 10,213 shares of iShares Core S&P Mid-Cap ETF worth $788K as of Q2 2026.
Rogco LP sold 436 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $32K.
iShares Core S&P Mid-Cap ETF made up 0.24% of Rogco LP's portfolio in Q2 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 12 quarters since.
Rogco LP's iShares Core S&P Mid-Cap ETF position peaked at $9.21M in Q3 2023.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Rogco LP's 13F filing for Q2 2026, filed 30 Jul 2026.