Rothschild Investment LLC’s iShares Russell 1000 ETF IWB Stock Holding History

Rothschild Investment LLC’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$488K	Buy	1,370 +449	+49%	+$167K	0.03%	409
2025 Q4	$344K	Hold	921	–	–	0.02%	461
2025 Q3	$337K	Sell	921 -3	-0.3%	-$1.06K	0.02%	448
2025 Q2	$314K	Hold	924	–	–	0.02%	416
2025 Q1	$283K	Buy	924 +375	+68%	+$121K	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%	+$17.2K	0.01%	531
2024 Q1	$141K	Sell	489 -75	-13%	-$20.6K	0.01%	528
2023 Q4	$148K	Buy	+564	New	+$138K	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	+$265K	0.03%	366
2020 Q1	–	Sell	-1,208	Closed	-$216K	–	443
2019 Q4	$216K	Buy	+1,208	New	+$206K	0.02%	412

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Rothschild Investment LLC's IWB Position: Q1 2026 in Review

Rothschild Investment LLC increased its iShares Russell 1000 ETF (IWB) stake by 49% in Q1 2026, buying an estimated $167K and bringing the position to 1,370 shares worth $488K. The position accounts for 0.03% of the portfolio, ranked #409.

Rothschild Investment LLC first reported a position in IWB in Q4 2019 and has held it in 13 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Rothschild Investment LLC held 1,370 shares of iShares Russell 1000 ETF worth $488K as of Q1 2026.
Rothschild Investment LLC bought 449 iShares Russell 1000 ETF shares in Q1 2026, an estimated $167K.
iShares Russell 1000 ETF made up 0.03% of Rothschild Investment LLC's portfolio in Q1 2026, its #409 holding.
Rothschild Investment LLC first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 13 quarters since.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.