Rothschild Capital Partners’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.58M	Buy	+6,388	New	+$1.65M	0.39%	29
2025 Q1	–	Sell	-39,830	Closed	-$8.8M	–	97
2024 Q4	$8.8M	Sell	39,830 -38	-0.1%	-$8.66K	2.13%	16
2024 Q3	$8.81M	Sell	39,868 -27,730	-41%	-$5.93M	2.46%	15
2024 Q2	$13.7M	Buy	67,598 +489	+0.7%	+$98.8K	3.92%	10
2024 Q1	$14.1M	Sell	67,109 -20	-0%	-$3.99K	4.1%	11
2023 Q4	$13.5M	Buy	67,129 +26,760	+66%	+$4.79M	4.26%	11
2023 Q3	$7.13M	Buy	+40,369	New	+$7.58M	2.79%	16
2022 Q1	–	Sell	-51,592	Closed	-$11.5M	–	34
2021 Q4	$11.5M	Buy	51,592 +2,226	+5%	+$503K	3.42%	10
2021 Q3	$10.8M	Buy	49,366 +144	+0.3%	+$31.9K	3.45%	9
2021 Q2	$11.3M	Sell	49,222 -1,775	-3%	-$399K	3.61%	10
2021 Q1	$11.3M	Sell	50,997 -28	-0.1%	-$6.11K	3.81%	10
2020 Q4	$10M	Buy	+51,025	New	+$8.93M	3.58%	11

Other funds holding IWM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Rothschild Capital Partners opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 6,388 shares worth $1.58M. The stake represents 0.39% of the portfolio and ranks #29 among its holdings. This is a return to the name: Rothschild Capital Partners previously reported a position in IWM as recently as Q4 2024.

Rothschild Capital Partners first reported a position in IWM in Q4 2020 and has held it in 12 quarters since. The position peaked at $14.1M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Rothschild Capital Partners held 6,388 shares of iShares Russell 2000 ETF worth $1.58M as of Q1 2026.
iShares Russell 2000 ETF was a new Rothschild Capital Partners position in Q1 2026.
iShares Russell 2000 ETF made up 0.39% of Rothschild Capital Partners's portfolio in Q1 2026, its #29 holding.
Rothschild Capital Partners first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 12 quarters since.
Rothschild Capital Partners's iShares Russell 2000 ETF position peaked at $14.1M in Q1 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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