RCP
IWM icon

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
Q2 		$1.92M Buy
6,389
+1
+0% +$281 0.41% 31
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Rothschild Capital Partners increased its iShares Russell 2000 ETF (IWM) stake by 0.02% in Q2 2026, buying an estimated $281 and bringing the position to 6,389 shares worth $1.92M. The position accounts for 0.41% of the portfolio, ranked #31.

Rothschild Capital Partners first reported a position in IWM in Q4 2020 and has held it in 13 quarters since. The position peaked at $14.1M in Q1 2024. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Rothschild Capital Partners held 6,389 shares of iShares Russell 2000 ETF worth $1.92M as of Q2 2026.
  • Rothschild Capital Partners bought 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
  • iShares Russell 2000 ETF made up 0.41% of Rothschild Capital Partners's portfolio in Q2 2026, its #31 holding.
  • Rothschild Capital Partners first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 13 quarters since.
  • Rothschild Capital Partners's iShares Russell 2000 ETF position peaked at $14.1M in Q1 2024.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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