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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
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

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Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PCH
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return