Rothschild Investment LLC’s iShares Biotechnology ETF IBB Stock Holding History

Rothschild Investment LLC’s Portfolio IBB Stock Details IBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$842K	Buy	4,425 +25	+0.6%	+$4.3K	0.03%	457
2026 Q1	$743K	Hold	4,400	–	–	0.04%	322
2025 Q4	$743K	Hold	4,400	–	–	0.04%	293
2025 Q3	$635K	Hold	4,400	–	–	0.04%	301
2025 Q2	$557K	Sell	4,400 -1,379	-24%	-$169K	0.03%	319
2025 Q1	$739K	Hold	5,779	–	–	0.05%	271
2024 Q4	$764K	Hold	5,779	–	–	0.05%	276
2024 Q3	$841K	Buy	5,779 +2,779	+93%	+$402K	0.06%	255
2024 Q2	$412K	Buy	3,000 +1,500	+100%	+$200K	0.03%	372
2024 Q1	$206K	Hold	1,500	–	–	0.01%	461
2023 Q4	$204K	Buy	+1,500	New	+$183K	0.02%	410
2022 Q1	–	Sell	-1,500	Closed	-$229K	–	525
2021 Q4	$229K	Sell	1,500 -100	-6%	-$15.5K	0.02%	455
2021 Q3	$259K	Hold	1,600	–	–	0.02%	414
2021 Q2	$262K	Hold	1,600	–	–	0.02%	420
2021 Q1	$241K	Hold	1,600	–	–	0.02%	419
2020 Q4	$242K	Sell	1,600 -45	-3%	-$6.43K	0.02%	390
2020 Q3	$223K	Sell	1,645 -312	-16%	-$42.3K	0.02%	380
2020 Q2	$268K	Buy	+1,957	New	+$249K	0.03%	334

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Rothschild Investment LLC increased its iShares Biotechnology ETF (IBB) stake by 0.57% in Q2 2026, buying an estimated $4.3K and bringing the position to 4,425 shares worth $842K. The position accounts for 0.03% of the portfolio, ranked #457.

Rothschild Investment LLC first reported a position in IBB in Q2 2020 and has held it in 18 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Rothschild Investment LLC held 4,425 shares of iShares Biotechnology ETF worth $842K as of Q2 2026.
Rothschild Investment LLC bought 25 iShares Biotechnology ETF shares in Q2 2026, an estimated $4.3K.
iShares Biotechnology ETF made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #457 holding.
Rothschild Investment LLC first reported a position in iShares Biotechnology ETF in Q2 2020 and has held it in 18 quarters since.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

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