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 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 $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CAL

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FFA

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Rothschild Investment LLC held its iShares LifePath Target Date 2030 ETF (ITDB) position steady in Q1 2026 at 4,500 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #767.

Rothschild Investment LLC first reported a position in ITDB in Q4 2025 and has held it in 2 quarters since. The position peaked at $148K in Q4 2025. 9 funds tracked by Wall St. Rank hold ITDB as of Q1 2026.

Rothschild Investment LLC held 4,500 shares of iShares LifePath Target Date 2030 ETF worth $147K as of Q1 2026.
Rothschild Investment LLC left its iShares LifePath Target Date 2030 ETF share count unchanged in Q1 2026.
iShares LifePath Target Date 2030 ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #767 holding.
Rothschild Investment LLC first reported a position in iShares LifePath Target Date 2030 ETF in Q4 2025 and has held it in 2 quarters since.
Rothschild Investment LLC's iShares LifePath Target Date 2030 ETF position peaked at $148K in Q4 2025.
9 funds tracked by Wall St. Rank held iShares LifePath Target Date 2030 ETF as of Q1 2026.

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