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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Rothschild Capital Partners's IWB Position: Q1 2026 in Review

Rothschild Capital Partners increased its iShares Russell 1000 ETF (IWB) stake by 0.26% in Q1 2026, buying an estimated $1.12K and bringing the position to 1,179 shares worth $420K. The position accounts for 0.1% of the portfolio, ranked #78.

Rothschild Capital Partners first reported a position in IWB in Q2 2024 and has held it in 8 quarters since. The position peaked at $439K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Rothschild Capital Partners held 1,179 shares of iShares Russell 1000 ETF worth $420K as of Q1 2026.
Rothschild Capital Partners bought 3 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.12K.
iShares Russell 1000 ETF made up 0.1% of Rothschild Capital Partners's portfolio in Q1 2026, its #78 holding.
Rothschild Capital Partners first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 8 quarters since.
Rothschild Capital Partners's iShares Russell 1000 ETF position peaked at $439K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.