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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$397K	Buy	1,170 +2	+0.2%	+$679	0.1%	49
2025 Q1	$358K	Buy	1,168 +3	+0.3%	+$920	0.09%	55
2024 Q4	$375K	Buy	1,165 +4	+0.3%	+$1.29K	0.09%	60
2024 Q3	$365K	Buy	1,161 +4	+0.3%	+$1.26K	0.1%	43
2024 Q2	$344K	Buy	+1,157	New	+$344K	0.1%	42