IJH iShares Core S&P Mid-Cap ETF

Ownership history in ROGCO, LP  ·  10 quarters on record

This page tracks every 13F SEC filing in which ROGCO, LP reported a position in iShares Core S&P Mid-Cap ETF (IJH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.55% (2023 Q3)
Avg. % of fund
3.09%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 128,847 +4,180 +3.4% 2.82% $8.5M $65.85
2025 Q3 ADDED 124,667 +5,796 +4.9% 2.86% $8.1M $64.79
2025 Q2 REDUCED 118,871 -1,031 -0.9% 2.78% $7.4M $61.37
2025 Q1 ADDED 119,902 +3,079 +2.6% 2.80% $7.0M $57.56
2024 Q4 REDUCED 116,823 -2,749 -2.3% 2.97% $7.3M $61.30
2024 Q3 REDUCED 119,572 -4,850 -3.9% 2.92% $7.5M $61.06
2024 Q2 REDUCED 124,422 -932 -0.7% 2.97% $7.3M $57.11
2024 Q1 ADDED 125,354 +99,811 +390.8% 3.11% $7.6M $59.12
2023 Q4 REDUCED 25,543 -11,380 -30.8% 3.09% $7.1M $53.81
2023 Q3 INITIATED 36,923 4.55% $9.2M
% of Fund (quarterly)    IJH price (monthly, adj. close)
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