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Rothschild Investment LLC’s Idaho Strategic Resources IDR Stock Holding History

Rothschild Investment LLC’s Portfolio IDR Stock Details IDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.22K Sell
251
-14
-5% -$544 ﹤0.01% 2003
2026
Q1 		$8.51K Buy
265
+15
+6% +$582 ﹤0.01% 1765
2025
Q4 		$10.1K Hold
250
– – ﹤0.01% 1572
2025
Q3 		$8.45K Buy
+250
New +$5.9K ﹤0.01% 1509

Other funds holding IDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

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

Rothschild Investment LLC reduced its Idaho Strategic Resources (IDR) stake by 5.3% in Q2 2026, selling an estimated $544 and leaving 251 shares worth $8.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Rothschild Investment LLC first reported a position in IDR in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.1K in Q4 2025. 127 funds tracked by Wall St. Rank hold IDR as of Q2 2026.

  • Rothschild Investment LLC held 251 shares of Idaho Strategic Resources worth $8.22K as of Q2 2026.
  • Rothschild Investment LLC sold 14 Idaho Strategic Resources shares in Q2 2026, an estimated $544.
  • Idaho Strategic Resources made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2003 holding.
  • Rothschild Investment LLC first reported a position in Idaho Strategic Resources in Q3 2025 and has held it in 4 quarters since.
  • Rothschild Investment LLC's Idaho Strategic Resources position peaked at $10.1K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q2 2026.

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