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

Root Financial Partners’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	$994K	Sell	14,716 -1,105	-7%	-$76.7K	0.05%	107
2025 Q4	$1.04M	Buy	15,821 +2,628	+20%	+$172K	0.05%	94
2025 Q3	$861K	Buy	13,193 +2,042	+18%	+$131K	0.05%	93
2025 Q2	$692K	Buy	11,151 +439	+4%	+$25.8K	0.07%	94
2025 Q1	$625K	Sell	10,712 -3,680	-26%	-$229K	0.07%	94
2024 Q4	$897K	Buy	14,392 +4,611	+47%	+$296K	0.11%	69
2024 Q3	$610K	Buy	9,781 +5,786	+145%	+$349K	0.1%	79
2024 Q2	$234K	Buy	+3,995	New	+$235K	0.05%	101

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Root Financial Partners's IJH Position: Q1 2026 in Review

Root Financial Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 7% in Q1 2026, selling an estimated $76.7K and leaving 14,716 shares worth $994K. The position accounts for 0.05% of the portfolio, ranked #107.

Root Financial Partners first reported a position in IJH in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.04M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Root Financial Partners held 14,716 shares of iShares Core S&P Mid-Cap ETF worth $994K as of Q1 2026.
Root Financial Partners sold 1,105 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $76.7K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Root Financial Partners's portfolio in Q1 2026, its #107 holding.
Root Financial Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Root Financial Partners's iShares Core S&P Mid-Cap ETF position peaked at $1.04M in Q4 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.