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Roman Butler Fullerton & Co’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Roman Butler Fullerton & Co’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,787
Closed -$1.8M – 233
2024
Q4 		$1.8M Buy
+13,787
New +$1.76M 0.57% 42

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Roman Butler Fullerton & Co's IJJ Position: Q1 2025 in Review

Roman Butler Fullerton & Co sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2025, closing a stake of 13,787 shares — an estimated $1.8M sold.

Roman Butler Fullerton & Co first reported a position in IJJ in Q4 2024 and held it in 1 quarter. The position peaked at $1.8M in Q4 2024. 817 funds tracked by Wall St. Rank hold IJJ as of Q1 2025.

  • Roman Butler Fullerton & Co reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 13,787 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2025, an estimated $1.8M.
  • Roman Butler Fullerton & Co first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and held it in 1 quarter.
  • Roman Butler Fullerton & Co's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.8M in Q4 2024.
  • 817 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2025.

Based on Roman Butler Fullerton & Co's 13F filing for Q1 2025, filed 21 Apr 2025.