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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,787	Closed	-$1.8M	–	233
2024 Q4	$1.8M	Buy	+13,787	New	+$1.8M	0.57%	42