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Rothschild Investment LLC’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Rothschild Investment LLC’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$88K Hold
644
– – ﹤0.01% 1095
2026
Q1 		$76.3K Hold
644
– – ﹤0.01% 991
2025
Q4 		$73.2K Hold
644
– – ﹤0.01% 910
2025
Q3 		$71.2K Hold
644
– – ﹤0.01% 891
2025
Q2 		$64.1K Hold
644
– – ﹤0.01% 728
2025
Q1 		$62.8K Hold
644
– – ﹤0.01% 717
2024
Q4 		$69.9K Hold
644
– – ﹤0.01% 717
2024
Q3 		$69.3K Hold
644
– – ﹤0.01% 726
2024
Q2 		$62.6K Buy
644
+192
+42% +$18.9K ﹤0.01% 710
2024
Q1 		$46.4K Hold
452
– – ﹤0.01% 743
2023
Q4 		$46.6K Buy
+452
New +$41.2K ﹤0.01% 670

Other funds holding IJS

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PHAM
Palisades Hudson Asset Management Fort Lauderdale, Florida $286M AUM 27.19% 1-Year Est. Return

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

Rothschild Investment LLC held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 644 shares worth $88K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Rothschild Investment LLC first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. 584 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Rothschild Investment LLC held 644 shares of iShares S&P Small-Cap 600 Value ETF worth $88K as of Q2 2026.
  • Rothschild Investment LLC left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1095 holding.
  • Rothschild Investment LLC first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 584 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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