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 Q2	$93.1K	Sell	630 -150	-19%	-$21.2K	﹤0.01%	1076
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

Other funds holding IJJ

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

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

Rothschild Investment LLC's IJJ Position: Q2 2026 in Review

Rothschild Investment LLC reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 19% in Q2 2026, selling an estimated $21.2K and leaving 630 shares worth $93.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Rothschild Investment LLC first reported a position in IJJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $153K in Q1 2024. 881 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Rothschild Investment LLC held 630 shares of iShares S&P Mid-Cap 400 Value ETF worth $93.1K as of Q2 2026.
Rothschild Investment LLC sold 150 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $21.2K.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1076 holding.
Rothschild Investment LLC first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's iShares S&P Mid-Cap 400 Value ETF position peaked at $153K in Q1 2024.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.