Rothschild Investment LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.49M | Sell |
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|
2025
Q1 | $5.5M | Buy |
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|
2024
Q4 | $5.36M | Buy |
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|
2024
Q3 | $5.23M | Buy |
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|
2024
Q2 | $4.5M | Sell |
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|
2024
Q1 | $4.65M | Sell |
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|
2023
Q4 | $4.48M | Sell |
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|
2023
Q3 | $4.16M | Sell |
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|
2023
Q2 | $4.34M | Sell |
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|
2023
Q1 | $4.21M | Sell |
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|
2022
Q4 | $4.24M | Sell |
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|
2022
Q3 | $4.02M | Buy |
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|
2022
Q2 | $3.72M | Sell |
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|
2022
Q1 | $4.29M | Buy |
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|
2021
Q4 | $4.21M | Buy |
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|
2021
Q3 | $3.77M | Buy |
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|
2021
Q2 | $3.67M | Buy |
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|
2021
Q1 | $3.46M | Sell |
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|
2020
Q4 | $4.34M | Sell |
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|
2020
Q3 | $3.82M | Buy |
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|
2020
Q2 | $3.59M | Sell |
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|
2020
Q1 | $3.57M | Sell |
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|
2019
Q4 | $4.96M | Buy |
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|
2019
Q3 | $4.57M | Buy |
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|
2019
Q2 | $4.38M | Buy |
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|
2019
Q1 | $3.25M | Buy |
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|
2018
Q4 | $2.82M | Buy |
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|
2018
Q3 | $720K | Buy |
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|
2018
Q2 | $544K | Buy |
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|
2018
Q1 | $358K | Hold |
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|
2017
Q4 | $372K | Hold |
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|
2017
Q3 | $354K | Hold |
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|
2017
Q2 | $348K | Hold |
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|
2017
Q1 | $343K | Sell |
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|
2016
Q4 | $1.46M | Buy |
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|
2016
Q3 | $305K | Sell |
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|
2016
Q2 | $2.36M | Hold |
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|
2016
Q1 | $2.26M | Buy |
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|
2015
Q4 | $283K | Buy |
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|
2015
Q3 | $268K | Buy |
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