Rothschild Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Rothschild Capital Partners’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$484K	Buy	1,181 +2	+0.2%	+$793	0.1%	74
2026 Q1	$420K	Buy	1,179 +3	+0.3%	+$1.12K	0.1%	78
2025 Q4	$439K	Buy	1,176 +3	+0.3%	+$1.11K	0.1%	53
2025 Q3	$429K	Buy	1,173 +3	+0.3%	+$1.06K	0.1%	59
2025 Q2	$397K	Buy	1,170 +2	+0.2%	+$628	0.1%	49
2025 Q1	$358K	Buy	1,168 +3	+0.3%	+$970	0.09%	55
2024 Q4	$375K	Buy	1,165 +4	+0.3%	+$1.3K	0.09%	60
2024 Q3	$365K	Buy	1,161 +4	+0.3%	+$1.21K	0.1%	43
2024 Q2	$344K	Buy	+1,157	New	+$332K	0.1%	42

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Rothschild Capital Partners's IWB Position: Q2 2026 in Review

Rothschild Capital Partners increased its iShares Russell 1000 ETF (IWB) stake by 0.17% in Q2 2026, buying an estimated $793 and bringing the position to 1,181 shares worth $484K. The position accounts for 0.1% of the portfolio, ranked #74.

Rothschild Capital Partners first reported a position in IWB in Q2 2024 and has held it in 9 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Rothschild Capital Partners held 1,181 shares of iShares Russell 1000 ETF worth $484K as of Q2 2026.
Rothschild Capital Partners bought 2 iShares Russell 1000 ETF shares in Q2 2026, an estimated $793.
iShares Russell 1000 ETF made up 0.1% of Rothschild Capital Partners's portfolio in Q2 2026, its #74 holding.
Rothschild Capital Partners first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 9 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Rothschild Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.