RIL
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Rothschild Investment LLC’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Rothschild Investment LLC’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
2026
Q1 		$103K Hold
780
– – 0.01% 870
2025
Q4 		$103K Hold
780
– – 0.01% 800
2025
Q3 		$101K Hold
780
– – 0.01% 793
2025
Q2 		$96.4K Sell
780
-160
-17% -$18.8K 0.01% 653
2025
Q1 		$113K Hold
940
– – 0.01% 606
2024
Q4 		$117K Hold
940
– – 0.01% 601
2024
Q3 		$116K Hold
940
– – 0.01% 619
2024
Q2 		$107K Sell
940
-350
-27% -$39.9K 0.01% 609
2024
Q1 		$153K Hold
1,290
– – 0.01% 516
2023
Q4 		$147K Buy
+1,290
New +$133K 0.01% 468

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Wells Fargo
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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $564B 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 $16.5B AUM 19.94% 1-Year Est. Return
Raymond James Financial
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CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return