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

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fidelity Investments

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return