Rothschild Investment LLC’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Hold |
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|
2025
Q1 | $283K | Buy |
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|
2024
Q4 | $177K | Hold |
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|
2024
Q3 | $173K | Hold |
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|
2024
Q2 | $163K | Buy |
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|
2024
Q1 | $141K | Sell |
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|
2023
Q4 | $148K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $297K | Hold |
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|
2020
Q4 | $281K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $216K | Buy |
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