Rothschild Investment LLC’s iShares LifePath Target Date 2030 ETF ITDB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$158K	Hold	4,500	–	–	0.01%	928
2026 Q1	$147K	Hold	4,500	–	–	0.01%	767
2025 Q4	$148K	Buy	+4,500	New	+$150K	0.01%	712

Other funds holding ITDB

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

Rothschild Investment LLC held its iShares LifePath Target Date 2030 ETF (ITDB) position steady in Q2 2026 at 4,500 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #928.

Rothschild Investment LLC first reported a position in ITDB in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold ITDB as of Q2 2026.

Rothschild Investment LLC held 4,500 shares of iShares LifePath Target Date 2030 ETF worth $158K as of Q2 2026.
Rothschild Investment LLC left its iShares LifePath Target Date 2030 ETF share count unchanged in Q2 2026.
iShares LifePath Target Date 2030 ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #928 holding.
Rothschild Investment LLC first reported a position in iShares LifePath Target Date 2030 ETF in Q4 2025 and has held it in 3 quarters since.
6 funds tracked by Wall St. Rank held iShares LifePath Target Date 2030 ETF as of Q2 2026.

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