Rothschild Capital Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Rothschild Capital Partners’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$466K	Buy	3,140 +905	+40%	+$124K	0.1%	75
2026 Q1	$278K	Buy	2,235 +187	+9%	+$23.8K	0.07%	84
2025 Q4	$246K	Buy	+2,048	New	+$245K	0.06%	76
2025 Q2	–	Sell	-3,149	Closed	-$329K	–	94
2025 Q1	$329K	Sell	3,149 -927	-23%	-$105K	0.09%	63
2024 Q4	$470K	Sell	4,076 -69	-2%	-$8.24K	0.11%	51
2024 Q3	$485K	Buy	4,145 +42	+1%	+$4.75K	0.14%	36
2024 Q2	$438K	Buy	4,103 +201	+5%	+$21.5K	0.13%	36
2024 Q1	$431K	Buy	+3,902	New	+$414K	0.13%	31

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rothschild Capital Partners's IJR Position: Q2 2026 in Review

Rothschild Capital Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 40% in Q2 2026, buying an estimated $124K and bringing the position to 3,140 shares worth $466K. The position accounts for 0.1% of the portfolio, ranked #75.

Rothschild Capital Partners first reported a position in IJR in Q1 2024 and has held it in 8 quarters since. The position peaked at $485K in Q3 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Rothschild Capital Partners held 3,140 shares of iShares Core S&P Small-Cap ETF worth $466K as of Q2 2026.
Rothschild Capital Partners bought 905 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $124K.
iShares Core S&P Small-Cap ETF made up 0.1% of Rothschild Capital Partners's portfolio in Q2 2026, its #75 holding.
Rothschild Capital Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 8 quarters since.
Rothschild Capital Partners's iShares Core S&P Small-Cap ETF position peaked at $485K in Q3 2024.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Rothschild Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.