Rothschild Investment LLC’s Ivanhoe Electric IE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.66K	Sell	310 -6	-2%	-$94	﹤0.01%	2228
2025 Q4	$5.05K	Buy	316 +6	+2%	+$86	﹤0.01%	1873
2025 Q3	$3.89K	Sell	310 -40	-11%	-$395	﹤0.01%	1818
2025 Q2	$3.17K	Buy	350 +105	+43%	+$729	﹤0.01%	1754
2025 Q1	$1.42K	Buy	245 +105	+75%	+$666	﹤0.01%	2113
2024 Q4	$1.06K	Buy	140 +30	+27%	+$277	﹤0.01%	2185
2024 Q3	$931	Buy	110 +85	+340%	+$713	﹤0.01%	2214
2024 Q2	$235	Buy	+25	New	+$266	﹤0.01%	2430

Other funds holding IE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

SCP

SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return

Rothschild Investment LLC's IE Position: Q1 2026 in Review

Rothschild Investment LLC reduced its Ivanhoe Electric (IE) stake by 1.9% in Q1 2026, selling an estimated $94 and leaving 310 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

Rothschild Investment LLC first reported a position in IE in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.05K in Q4 2025. 208 funds tracked by Wall St. Rank hold IE as of Q1 2026.

Rothschild Investment LLC held 310 shares of Ivanhoe Electric worth $3.66K as of Q1 2026.
Rothschild Investment LLC sold 6 Ivanhoe Electric shares in Q1 2026, an estimated $94.
Ivanhoe Electric made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2228 holding.
Rothschild Investment LLC first reported a position in Ivanhoe Electric in Q2 2024 and has held it in 8 quarters since.
Rothschild Investment LLC's Ivanhoe Electric position peaked at $5.05K in Q4 2025.
208 funds tracked by Wall St. Rank held Ivanhoe Electric as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.