IJR iShares Core S&P Small-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 Small-Cap ETF (IJR). 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
2.63% (2023 Q3)
Avg. % of fund
0.84%
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 15,598 +530 +3.5% 0.62% $1.9M $119.99
2025 Q3 ADDED 15,068 +1,391 +10.2% 0.63% $1.8M $118.09
2025 Q2 ADDED 13,677 +279 +2.1% 0.56% $1.5M $108.21
2025 Q1 ADDED 13,398 +628 +4.9% 0.56% $1.4M $103.16
2024 Q4 REDUCED 12,770 -1,261 -9.0% 0.60% $1.5M $113.32
2024 Q3 REDUCED 14,031 -1,771 -11.2% 0.64% $1.6M $113.96
2024 Q2 ADDED 15,802 +243 +1.6% 0.69% $1.7M $103.47
2024 Q1 REDUCED 15,559 -1,442 -8.5% 0.70% $1.7M $106.83
2023 Q4 REDUCED 17,001 -39,567 -69.9% 0.80% $1.8M $104.32
2023 Q3 INITIATED 56,568 2.63% $5.3M
% of Fund (quarterly)    IJR price (monthly, adj. close)
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