RCWMU
IWM icon

Rothschild & Co Wealth Management (UK)’s iShares Russell 2000 ETF IWM Stock Holding History

Rothschild & Co Wealth Management (UK)’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
2021
Q4 		– Sell
-20
Closed -$4K – 35
2021
Q3 		$4K Hold
20
– – ﹤0.01% 38
2021
Q2 		$5K Hold
20
– – ﹤0.01% 41
2021
Q1 		$4K Sell
20
-4,472
-100% -$976K ﹤0.01% 42
2020
Q4 		$881K Hold
4,492
– – 0.02% 26
2020
Q3 		$673K Sell
4,492
-2,435
-35% -$366K 0.01% 26
2020
Q2 		$992K Sell
6,927
-1,554
-18% -$204K 0.02% 22
2020
Q1 		$971K Sell
8,481
-89
-1% -$13.3K 0.03% 20
2019
Q4 		$1.42M Sell
8,570
-599
-7% -$94.7K 0.03% 19
2019
Q3 		$1.39M Sell
9,169
-10,533
-53% -$1.61M 0.03% 18
2019
Q2 		$3.06M Sell
19,702
-233
-1% -$35.9K 0.06% 17
2019
Q1 		$3.05M Sell
19,935
-43
-0.2% -$6.46K 0.09% 16
2018
Q4 		$2.67M Sell
19,978
-77
-0.4% -$11.5K 0.09% 15
2018
Q3 		$3.38M Sell
20,055
-147
-0.7% -$24.8K 0.11% 14
2018
Q2 		$3.31M Sell
20,202
-472
-2% -$75.5K 0.11% 14
2018
Q1 		$3.14M Buy
20,674
+1,834
+10% +$283K 0.11% 14
2017
Q4 		$2.87M Hold
18,840
– – 0.1% 14
2017
Q3 		$2.79M Hold
18,840
– – 0.11% 14
2017
Q2 		$2.65M Hold
18,840
– – 0.11% 13
2017
Q1 		$2.59M Hold
18,840
– – 0.12% 12
2016
Q4 		$2.54M Hold
18,840
– – 0.14% 10
2016
Q3 		$2.34M Buy
18,840
+1,560
+9% +$190K 0.16% 9
2016
Q2 		$1.99M Hold
17,280
– – 0.14% 9
2016
Q1 		$1.91M Hold
17,280
– – 0.13% 10
2015
Q4 		$1.94M Buy
17,280
+1,660
+11% +$191K 0.13% 11
2015
Q3 		$1.71M Sell
15,620
-3,220
-17% -$382K 0.13% 10
2015
Q2 		$2.35M Buy
18,840
+13,300
+240% +$1.66M 0.24% 7
2015
Q1 		$689K Hold
5,540
– – 0.07% 23
2014
Q4 		$663K Buy
5,540
+1,540
+39% +$176K 0.07% 20
2014
Q3 		$437K Hold
4,000
– – 0.05% 24
2014
Q2 		$475K Hold
4,000
– – 0.05% 26
2014
Q1 		$465K Buy
+4,000
New +$461K 0.06% 25

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s IWM Position: Q4 2021 in Review

Rothschild & Co Wealth Management (UK) sold out of iShares Russell 2000 ETF (IWM) in Q4 2021, closing a stake of 20 shares — an estimated $4K sold.

Rothschild & Co Wealth Management (UK) first reported a position in IWM in Q1 2014 and held it in 31 quarters. The position peaked at $3.38M in Q3 2018. 2,035 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

  • Rothschild & Co Wealth Management (UK) reported no remaining iShares Russell 2000 ETF position as of Q4 2021 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 20 iShares Russell 2000 ETF shares in Q4 2021, an estimated $4K.
  • Rothschild & Co Wealth Management (UK) first reported a position in iShares Russell 2000 ETF in Q1 2014 and held it in 31 quarters.
  • Rothschild & Co Wealth Management (UK)'s iShares Russell 2000 ETF position peaked at $3.38M in Q3 2018.
  • 2,035 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q4 2021, filed 1 Feb 2022.