Rothschild Investment LLC’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Hold |
924
| – | – | 0.02% | 416 |
|
|
2025
Q1 | $283K | Buy |
924
+375
| +68% | +$115K | 0.02% | 427 |
|
|
2024
Q4 | $177K | Hold |
549
| – | – | 0.01% | 531 |
|
|
2024
Q3 | $173K | Hold |
549
| – | – | 0.01% | 542 |
|
|
2024
Q2 | $163K | Buy |
549
+60
| +12% | +$17.9K | 0.01% | 531 |
|
|
2024
Q1 | $141K | Sell |
489
-75
| -13% | -$21.6K | 0.01% | 528 |
|
|
2023
Q4 | $148K | Buy |
+564
| New | +$148K | 0.01% | 467 |
|
|
2021
Q2 | – | Sell |
-1,327
| Closed | -$297K | – | 492 |
|
|
2021
Q1 | $297K | Hold |
1,327
| – | – | 0.03% | 384 |
|
|
2020
Q4 | $281K | Buy |
+1,327
| New | +$281K | 0.03% | 366 |
|
|
2020
Q1 | – | Sell |
-1,208
| Closed | -$216K | – | 443 |
|
|
2019
Q4 | $216K | Buy |
+1,208
| New | +$216K | 0.02% | 412 |
|