RIL
IJR icon

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

Rothschild Investment LLC’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
Q1 		$361K Hold
2,905
– – 0.02% 495
2025
Q4 		$349K Buy
2,905
+132
+5% +$15.8K 0.02% 457
2025
Q3 		$330K Hold
2,773
– – 0.02% 456
2025
Q2 		$303K Hold
2,773
– – 0.02% 424
2025
Q1 		$290K Buy
2,773
+37
+1% +$4.17K 0.02% 422
2024
Q4 		$315K Hold
2,736
– – 0.02% 417
2024
Q3 		$320K Hold
2,736
– – 0.02% 419
2024
Q2 		$292K Sell
2,736
-1,550
-36% -$166K 0.02% 428
2024
Q1 		$474K Hold
4,286
– – 0.03% 332
2023
Q4 		$464K Sell
4,286
-2,975
-41% -$287K 0.04% 287
2023
Q3 		$685K Buy
7,261
+1,545
+27% +$154K 0.06% 260
2023
Q2 		$570K Buy
5,716
+1,000
+21% +$95.2K 0.05% 283
2023
Q1 		$456K Buy
4,716
+116
+3% +$11.6K 0.04% 310
2022
Q4 		$435K Sell
4,600
-307
-6% -$29.4K 0.04% 312
2022
Q3 		$428K Buy
4,907
+1
+0% +$97 0.04% 301
2022
Q2 		$453K Buy
4,906
+306
+7% +$30.4K 0.04% 310
2022
Q1 		$496K Hold
4,600
– – 0.04% 325
2021
Q4 		$527K Hold
4,600
– – 0.04% 322
2021
Q3 		$502K Hold
4,600
– – 0.04% 310
2021
Q2 		$520K Sell
4,600
-616
-12% -$68.7K 0.04% 316
2021
Q1 		$566K Hold
5,216
– – 0.05% 291
2020
Q4 		$479K Buy
5,216
+866
+20% +$71.1K 0.05% 294
2020
Q3 		$306K Buy
4,350
+250
+6% +$17.9K 0.03% 333
2020
Q2 		$280K Buy
+4,100
New +$259K 0.03% 325

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Rothschild Investment LLC held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2026 at 2,905 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #495.

Rothschild Investment LLC first reported a position in IJR in Q2 2020 and has held it in 24 quarters since. The position peaked at $685K in Q3 2023. 2,738 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Rothschild Investment LLC held 2,905 shares of iShares Core S&P Small-Cap ETF worth $361K as of Q1 2026.
  • Rothschild Investment LLC left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Rothschild Investment LLC's portfolio in Q1 2026, its #495 holding.
  • Rothschild Investment LLC first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 24 quarters since.
  • Rothschild Investment LLC's iShares Core S&P Small-Cap ETF position peaked at $685K in Q3 2023.
  • 2,738 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

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