Rothschild Investment LLC’s i3 Verticals IIIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$824	Sell
2025 Q1	$1.48K	Hold
2024 Q4	$1.38K	Buy
2024 Q3	$639	Buy
2024 Q2	–	Sell
2024 Q1	$114	Buy
2022 Q1	–	Sell
2021 Q4	$278K	Buy