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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$327K	Buy	+831	New	+$303K	0.07%	83
2026 Q1	–	Sell	-735	Closed	-$237K	–	102
2025 Q4	$237K	Buy	+735	New	+$239K	0.06%	78
2025 Q2	–	Sell	-976	Closed	-$249K	–	95
2025 Q1	$249K	Sell	976 -252	-21%	-$71.1K	0.07%	74
2024 Q4	$353K	Sell	1,228 -39	-3%	-$11.5K	0.09%	63
2024 Q3	$360K	Sell	1,267 -17	-1%	-$4.66K	0.1%	44
2024 Q2	$337K	Sell	1,284 -130	-9%	-$33.7K	0.1%	43
2024 Q1	$383K	Buy	+1,414	New	+$361K	0.11%	35

Other funds holding IWO

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

DADC

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

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

Rothschild Capital Partners opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 831 shares worth $327K. The stake represents 0.07% of the portfolio and ranks #83 among its holdings. This is a return to the name: Rothschild Capital Partners previously reported a position in IWO as recently as Q4 2025.

Rothschild Capital Partners first reported a position in IWO in Q1 2024 and has held it in 7 quarters since. The position peaked at $383K in Q1 2024. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Rothschild Capital Partners held 831 shares of iShares Russell 2000 Growth ETF worth $327K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Rothschild Capital Partners position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.07% of Rothschild Capital Partners's portfolio in Q2 2026, its #83 holding.
Rothschild Capital Partners first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 7 quarters since.
Rothschild Capital Partners's iShares Russell 2000 Growth ETF position peaked at $383K in Q1 2024.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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