Rothschild Investment LLC’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Rothschild Investment LLC’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	$32K	Hold	272	–	–	﹤0.01%	1376
2026 Q1	$27.4K	Hold	272	–	–	﹤0.01%	1306
2025 Q4	$26.4K	Hold	272	–	–	﹤0.01%	1231
2025 Q3	$26.1K	Hold	272	–	–	﹤0.01%	1173
2025 Q2	$24.7K	Hold	272	–	–	﹤0.01%	970
2025 Q1	$22.7K	Sell	272 -229	-46%	-$20.6K	﹤0.01%	970
2024 Q4	$45.6K	Hold	501	–	–	﹤0.01%	798
2024 Q3	$46.1K	Hold	501	–	–	﹤0.01%	795
2024 Q2	$44.1K	Buy	+501	New	+$44.3K	﹤0.01%	774

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

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

Rothschild Investment LLC held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 272 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Rothschild Investment LLC first reported a position in IJK in Q2 2024 and has held it in 9 quarters since. The position peaked at $46.1K in Q3 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Rothschild Investment LLC held 272 shares of iShares S&P Mid-Cap 400 Growth ETF worth $32K as of Q2 2026.
Rothschild Investment LLC left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1376 holding.
Rothschild Investment LLC first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2024 and has held it in 9 quarters since.
Rothschild Investment LLC's iShares S&P Mid-Cap 400 Growth ETF position peaked at $46.1K in Q3 2024.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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