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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-26,875	Closed	-$3.74M	–	31
2022 Q4	$3.74M	Sell	26,875 -20,880	-44%	-$2.95M	1.58%	22
2022 Q3	$6.16M	Hold	47,755	–	–	2.83%	16
2022 Q2	$6.5M	Hold	47,755	–	–	2.72%	15
2022 Q1	$7.71M	Sell	47,755 -2,199	-4%	-$351K	2.7%	17
2021 Q4	$8.29M	Buy	49,954 +1,947	+4%	+$324K	2.47%	17
2021 Q3	$7.69M	Buy	48,007 +43	+0.1%	+$6.91K	2.46%	18
2021 Q2	$7.95M	Sell	47,964 -1,750	-4%	-$289K	2.55%	16
2021 Q1	$7.93M	Buy	+49,714	New	+$7.51M	2.68%	16

Other funds holding IWN

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Rothschild Capital Partners's IWN Position: Q1 2023 in Review

Rothschild Capital Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2023, closing a stake of 26,875 shares — an estimated $3.74M sold.

Rothschild Capital Partners first reported a position in IWN in Q1 2021 and held it in 8 quarters. The position peaked at $8.29M in Q4 2021. 869 funds tracked by Wall St. Rank hold IWN as of Q1 2023.

Rothschild Capital Partners reported no remaining iShares Russell 2000 Value ETF position as of Q1 2023 after selling out during the quarter.
Rothschild Capital Partners sold 26,875 iShares Russell 2000 Value ETF shares in Q1 2023, an estimated $3.74M.
Rothschild Capital Partners first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and held it in 8 quarters.
Rothschild Capital Partners's iShares Russell 2000 Value ETF position peaked at $8.29M in Q4 2021.
869 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2023.

Based on Rothschild Capital Partners's 13F filing for Q1 2023, filed 15 May 2023.