Rothschild Investment LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Rothschild Investment LLC’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	$184K	Hold	2,721	–	–	0.01%	700
2025 Q4	$180K	Buy	2,721 +1,146	+73%	+$75.1K	0.01%	659
2025 Q3	$103K	Hold	1,575	–	–	0.01%	790
2025 Q2	$97.7K	Hold	1,575	–	–	0.01%	649
2025 Q1	$91.9K	Hold	1,575	–	–	0.01%	647
2024 Q4	$98.1K	Hold	1,575	–	–	0.01%	642
2024 Q3	$98.2K	Hold	1,575	–	–	0.01%	652
2024 Q2	$92.2K	Hold	1,575	–	–	0.01%	640
2024 Q1	$95.7K	Hold	1,575	–	–	0.01%	603
2023 Q4	$87.3K	Sell	1,575 -3,185	-67%	-$162K	0.01%	556
2023 Q3	$237K	Buy	4,760 +40	+0.8%	+$2.1K	0.02%	417
2023 Q2	$247K	Buy	+4,720	New	+$235K	0.02%	430
2020 Q4	–	Sell	-7,000	Closed	-$259K	–	463
2020 Q3	$259K	Buy	+7,000	New	+$262K	0.03%	357

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

Rothschild Investment LLC's IJH Position: Q1 2026 in Review

Rothschild Investment LLC held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 2,721 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #700.

Rothschild Investment LLC first reported a position in IJH in Q3 2020 and has held it in 13 quarters since. The position peaked at $259K in Q3 2020. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Rothschild Investment LLC held 2,721 shares of iShares Core S&P Mid-Cap ETF worth $184K as of Q1 2026.
Rothschild Investment LLC left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #700 holding.
Rothschild Investment LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2020 and has held it in 13 quarters since.
Rothschild Investment LLC's iShares Core S&P Mid-Cap ETF position peaked at $259K in Q3 2020.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.