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

Rothschild Investment LLC’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$441K Hold
2,471
– – 0.02% 641
2026
Q1 		$358K Hold
2,471
– – 0.02% 500
2025
Q4 		$349K Hold
2,471
– – 0.02% 458
2025
Q3 		$350K Hold
2,471
– – 0.02% 442
2025
Q2 		$329K Hold
2,471
– – 0.02% 408
2025
Q1 		$308K Hold
2,471
– – 0.02% 415
2024
Q4 		$334K Hold
2,471
– – 0.02% 408
2024
Q3 		$345K Buy
2,471
+1,975
+398% +$266K 0.02% 406
2024
Q2 		$63.7K Buy
496
+172
+53% +$22K ﹤0.01% 708
2024
Q1 		$42.4K Hold
324
– – ﹤0.01% 761
2023
Q4 		$40.5K Buy
+324
New +$36.3K ﹤0.01% 696

Other funds holding IJT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

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

Rothschild Investment LLC held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 2,471 shares worth $441K. The position accounts for 0.02% of the portfolio, ranked #641.

Rothschild Investment LLC first reported a position in IJT in Q4 2023 and has held it in 11 quarters since. 510 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Rothschild Investment LLC held 2,471 shares of iShares S&P Small-Cap 600 Growth ETF worth $441K as of Q2 2026.
  • Rothschild Investment LLC left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #641 holding.
  • Rothschild Investment LLC first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 510 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

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