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

Roman Butler Fullerton & Co’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$243K	Sell	2,155 -860	-29%	-$95.5K	0.06%	262
2026 Q1	$318K	Buy	3,015 +862	+40%	+$88.6K	0.09%	217
2025 Q4	$223K	Buy	2,153 +3	+0.1%	+$289	0.06%	252
2025 Q3	$208K	Buy	2,150 +2	+0.1%	+$188	0.06%	251
2025 Q2	$203K	Buy	+2,148	New	+$184K	0.06%	239
2025 Q1	–	Sell	-9,383	Closed	-$882K	–	234
2024 Q4	$882K	Sell	9,383 -920	-9%	-$86.6K	0.28%	90
2024 Q3	$960K	Sell	10,303 -15,067	-59%	-$1.35M	0.29%	85
2024 Q2	$2.23M	Buy	25,370 +2,880	+13%	+$255K	0.72%	33
2024 Q1	$1.92M	Buy	+22,490	New	+$1.88M	0.72%	31

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Roman Butler Fullerton & Co's IJK Position: Q2 2026 in Review

Roman Butler Fullerton & Co reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 29% in Q2 2026, selling an estimated $95.5K and leaving 2,155 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #262.

Roman Butler Fullerton & Co first reported a position in IJK in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.23M in Q2 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Roman Butler Fullerton & Co held 2,155 shares of iShares S&P Mid-Cap 400 Growth ETF worth $243K as of Q2 2026.
Roman Butler Fullerton & Co sold 860 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $95.5K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.06% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #262 holding.
Roman Butler Fullerton & Co first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Roman Butler Fullerton & Co's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.23M in Q2 2024.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.