Rothschild Capital Partners’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-39,830
| Closed | -$8.8M | – | 97 |
|
|
2024
Q4 | $8.8M | Sell |
39,830
-38
| -0.1% | -$8.4K | 2.13% | 16 |
|
|
2024
Q3 | $8.81M | Sell |
39,868
-27,730
| -41% | -$6.13M | 2.46% | 15 |
|
|
2024
Q2 | $13.7M | Buy |
67,598
+489
| +0.7% | +$99.2K | 3.92% | 10 |
|
|
2024
Q1 | $14.1M | Sell |
67,109
-20
| -0% | -$4.21K | 4.1% | 11 |
|
|
2023
Q4 | $13.5M | Buy |
67,129
+26,760
| +66% | +$5.4M | 4.26% | 11 |
|
|
2023
Q3 | $7.13M | Buy |
+40,369
| New | +$7.13M | 2.79% | 16 |
|
|
2022
Q1 | – | Sell |
-51,592
| Closed | -$11.5M | – | 34 |
|
|
2021
Q4 | $11.5M | Buy |
51,592
+2,226
| +5% | +$495K | 3.42% | 10 |
|
|
2021
Q3 | $10.8M | Buy |
49,366
+144
| +0.3% | +$31.5K | 3.45% | 9 |
|
|
2021
Q2 | $11.3M | Sell |
49,222
-1,775
| -3% | -$407K | 3.61% | 10 |
|
|
2021
Q1 | $11.3M | Sell |
50,997
-28
| -0.1% | -$6.19K | 3.81% | 10 |
|
|
2020
Q4 | $10M | Buy |
+51,025
| New | +$10M | 3.58% | 11 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 44 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 44 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 47 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 47 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 47 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 55 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 60 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 60 |
|