Rothschild Investment LLC’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$140K	Hold	1,451	–	–	0.01%	958
2026 Q1	$121K	Hold	1,451	–	–	0.01%	826
2025 Q4	$120K	Hold	1,451	–	–	0.01%	760
2025 Q3	$121K	Hold	1,451	–	–	0.01%	751
2025 Q2	$116K	Hold	1,451	–	–	0.01%	611
2025 Q1	$107K	Hold	1,451	–	–	0.01%	617
2024 Q4	$110K	Hold	1,451	–	–	0.01%	615
2024 Q3	$110K	Buy	+1,451	New	+$105K	0.01%	630

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

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

Rothschild Investment LLC held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 1,451 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #958.

Rothschild Investment LLC first reported a position in IMCB in Q3 2024 and has held it in 8 quarters since. 172 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Rothschild Investment LLC held 1,451 shares of iShares Morningstar Mid-Cap ETF worth $140K as of Q2 2026.
Rothschild Investment LLC left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #958 holding.
Rothschild Investment LLC first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

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