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Rothschild Investment LLC’s iShares US Industrials ETF IYJ Stock Holding History

Rothschild Investment LLC’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.7K Hold
100
– – ﹤0.01% 1617
2026
Q1 		$14.8K Hold
100
– – ﹤0.01% 1538
2025
Q4 		$14.8K Hold
100
– – ﹤0.01% 1425
2025
Q3 		$14.6K Hold
100
– – ﹤0.01% 1325
2025
Q2 		$14.2K Hold
100
– – ﹤0.01% 1117
2025
Q1 		$13K Hold
100
– – ﹤0.01% 1109
2024
Q4 		$13.4K Hold
100
– – ﹤0.01% 1098
2024
Q3 		$13.4K Hold
100
– – ﹤0.01% 1097
2024
Q2 		$11.9K Hold
100
– – ﹤0.01% 1081
2024
Q1 		$12.6K Hold
100
– – ﹤0.01% 1021
2023
Q4 		$11.4K Buy
+100
New +$10.5K ﹤0.01% 972

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

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

Rothschild Investment LLC held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 100 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

Rothschild Investment LLC first reported a position in IYJ in Q4 2023 and has held it in 11 quarters since. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Rothschild Investment LLC held 100 shares of iShares US Industrials ETF worth $16.7K as of Q2 2026.
  • Rothschild Investment LLC left its iShares US Industrials ETF share count unchanged in Q2 2026.
  • iShares US Industrials ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1617 holding.
  • Rothschild Investment LLC first reported a position in iShares US Industrials ETF in Q4 2023 and has held it in 11 quarters since.
  • 343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

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