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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
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 +$110K 0.01% 630