Roman Butler Fullerton & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Roman Butler Fullerton & Co’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
2026 Q1	$358K	Sell	5,072 -194	-4%	-$13.5K	0.1%	195
2025 Q4	$370K	Buy	5,266 +13	+0.2%	+$852	0.1%	197
2025 Q3	$343K	Buy	5,253 +8	+0.2%	+$514	0.09%	193
2025 Q2	$338K	Buy	5,245 +7	+0.1%	+$411	0.1%	179
2025 Q1	$288K	Buy	+5,238	New	+$325K	0.11%	171
2024 Q4	–	Sell	-7,946	Closed	-$503K	–	249
2024 Q3	$503K	Sell	7,946 -40	-0.5%	-$2.41K	0.15%	144
2024 Q2	$466K	Buy	7,986 +67	+0.8%	+$3.94K	0.15%	141
2024 Q1	$453K	Buy	7,919 +724	+10%	+$41K	0.17%	133
2023 Q4	$396K	Buy	7,195 +10	+0.1%	+$507	0.15%	150
2023 Q3	$350K	Buy	7,185 +130	+2%	+$6.81K	0.17%	135
2023 Q2	$384K	Buy	7,055 +5	+0.1%	+$248	0.18%	135
2023 Q1	$344K	Sell	7,050 -95	-1%	-$4.84K	0.17%	150
2022 Q4	$367K	Buy	7,145 +2,700	+61%	+$130K	0.19%	142
2022 Q3	$201K	Buy	4,445 +10	+0.2%	+$483	0.13%	169
2022 Q2	$204K	Buy	+4,435	New	+$219K	0.11%	173
2022 Q1	–	Sell	-4,495	Closed	-$247K	–	203
2021 Q4	$247K	Hold	4,495	–	–	0.11%	166
2021 Q3	$247K	Sell	4,495 -20	-0.4%	-$1.08K	0.12%	168
2021 Q2	$243K	Buy	4,515 +5	+0.1%	+$270	0.12%	171
2021 Q1	$243K	Sell	4,510 -2,460	-35%	-$123K	0.12%	174
2020 Q4	$320K	Buy	6,970 +5	+0.1%	+$211	0.19%	125
2020 Q3	$258K	Buy	6,965 +10	+0.1%	+$374	0.17%	137
2020 Q2	$247K	Buy	+6,955	New	+$231K	0.18%	130
2020 Q1	–	Sell	-6,850	Closed	-$282K	–	151
2019 Q4	$282K	Buy	+6,850	New	+$271K	0.19%	142

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Roman Butler Fullerton & Co's IJH Position: Q1 2026 in Review

Roman Butler Fullerton & Co reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.7% in Q1 2026, selling an estimated $13.5K and leaving 5,072 shares worth $358K. The position accounts for 0.1% of the portfolio, ranked #195.

Roman Butler Fullerton & Co first reported a position in IJH in Q4 2019 and has held it in 23 quarters since. The position peaked at $503K in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Roman Butler Fullerton & Co held 5,072 shares of iShares Core S&P Mid-Cap ETF worth $358K as of Q1 2026.
Roman Butler Fullerton & Co sold 194 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $13.5K.
iShares Core S&P Mid-Cap ETF made up 0.1% of Roman Butler Fullerton & Co's portfolio in Q1 2026, its #195 holding.
Roman Butler Fullerton & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 23 quarters since.
Roman Butler Fullerton & Co's iShares Core S&P Mid-Cap ETF position peaked at $503K in Q3 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q1 2026, filed 30 Apr 2026.