Roman Butler Fullerton & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Buy |
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|
2025
Q1 | $288K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $503K | Sell |
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|
2024
Q2 | $466K | Buy |
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|
2024
Q1 | $453K | Buy |
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|
2023
Q4 | $396K | Buy |
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | $384K | Buy |
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|
2023
Q1 | $344K | Sell |
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|
2022
Q4 | $367K | Buy |
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|
2022
Q3 | $201K | Buy |
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|
2022
Q2 | $204K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $247K | Hold |
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|
2021
Q3 | $247K | Sell |
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|
2021
Q2 | $243K | Buy |
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|
2021
Q1 | $243K | Sell |
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|
2020
Q4 | $320K | Buy |
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|
2020
Q3 | $258K | Buy |
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|
2020
Q2 | $247K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $282K | Buy |
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