Rovin Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Rovin Capital’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
2025 Q4	$771K	Sell	11,675 -851	-7%	-$55.7K	0.2%	87
2025 Q3	$817K	Buy	12,526 +69	+0.6%	+$4.43K	0.23%	76
2025 Q2	$773K	Buy	+12,457	New	+$731K	0.23%	73
2025 Q1	–	Sell	-3,249	Closed	-$202K	–	184
2024 Q4	$202K	Buy	+3,249	New	+$208K	0.07%	159
2021 Q2	–	Sell	-9,220	Closed	-$480K	–	56
2021 Q1	$480K	Sell	9,220 -175	-2%	-$8.74K	0.41%	29
2020 Q4	$432K	Sell	9,395 -15	-0.2%	-$632	0.34%	24
2020 Q3	$349K	Hold	9,410	–	–	0.33%	24
2020 Q2	$335K	Sell	9,410 -640	-6%	-$21.3K	0.34%	25
2020 Q1	$324K	Sell	10,050 -375	-4%	-$13.9K	0.34%	23
2019 Q4	$429K	Buy	+10,425	New	+$413K	0.37%	25

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rovin Capital's IJH Position: Q4 2025 in Review

Rovin Capital reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.8% in Q4 2025, selling an estimated $55.7K and leaving 11,675 shares worth $771K. The position accounts for 0.2% of the portfolio, ranked #87.

Rovin Capital first reported a position in IJH in Q4 2019 and has held it in 10 quarters since. The position peaked at $817K in Q3 2025. 2,645 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Rovin Capital held 11,675 shares of iShares Core S&P Mid-Cap ETF worth $771K as of Q4 2025.
Rovin Capital sold 851 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $55.7K.
iShares Core S&P Mid-Cap ETF made up 0.2% of Rovin Capital's portfolio in Q4 2025, its #87 holding.
Rovin Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 10 quarters since.
Rovin Capital's iShares Core S&P Mid-Cap ETF position peaked at $817K in Q3 2025.
2,645 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Rovin Capital's 13F filing for Q4 2025, filed 9 Feb 2026.