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
2026 Q2	$1.64M	Buy	+7,395	New	+$1.55M	0.35%	33
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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Rothschild Capital Partners opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 7,395 shares worth $1.64M. The stake represents 0.35% of the portfolio and ranks #33 among its holdings. This is a return to the name: Rothschild Capital Partners previously reported a position in IWN as recently as Q4 2022.

Rothschild Capital Partners first reported a position in IWN in Q1 2021 and has held it in 9 quarters since. The position peaked at $8.29M in Q4 2021. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Rothschild Capital Partners held 7,395 shares of iShares Russell 2000 Value ETF worth $1.64M as of Q2 2026.
iShares Russell 2000 Value ETF was a new Rothschild Capital Partners position in Q2 2026.
iShares Russell 2000 Value ETF made up 0.35% of Rothschild Capital Partners's portfolio in Q2 2026, its #33 holding.
Rothschild Capital Partners first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and has held it in 9 quarters since.
Rothschild Capital Partners's iShares Russell 2000 Value ETF position peaked at $8.29M in Q4 2021.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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