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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Rothschild Capital Partners's IWO Position: Q1 2026 in Review

Rothschild Capital Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 735 shares — an estimated $237K sold.

Rothschild Capital Partners first reported a position in IWO in Q1 2024 and held it in 6 quarters. The position peaked at $383K in Q1 2024. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Rothschild Capital Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Rothschild Capital Partners sold 735 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $237K.
Rothschild Capital Partners first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and held it in 6 quarters.
Rothschild Capital Partners's iShares Russell 2000 Growth ETF position peaked at $383K in Q1 2024.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.