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
2018 Q3	–	Sell	-50,000	Closed	-$8.19M	–	45
2018 Q2	$8.19M	Sell	50,000 -110,000	-69%	-$17.6M	3.42%	11
2018 Q1	$24.3M	Buy	+160,000	New	+$24.7M	9.54%	1
2017 Q2	–	Sell	-300,000	Closed	-$41.2M	–	48
2017 Q1	$41.2M	Buy	300,000 +200,000	+200%	+$27.3M	16.07%	1
2016 Q4	$13.5M	Buy	+100,000	New	+$12.8M	5.74%	4
2016 Q2	–	Sell	-20,000	Closed	-$2.21M	–	72
2016 Q1	$2.21M	Buy	+20,000	New	+$2.07M	0.99%	34

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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.