Rothschild Investment LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.06M | Sell |
18,979
-737
| -4% | -$313K | 0.51% | 53 |
|
|
2025
Q1 | $7.12M | Sell |
19,716
-288
| -1% | -$104K | 0.48% | 57 |
|
|
2024
Q4 | $8.03M | Sell |
20,004
-403
| -2% | -$162K | 0.53% | 49 |
|
|
2024
Q3 | $7.66M | Sell |
20,407
-899
| -4% | -$337K | 0.5% | 55 |
|
|
2024
Q2 | $7.77M | Sell |
21,306
-1,458
| -6% | -$531K | 0.54% | 46 |
|
|
2024
Q1 | $7.67M | Sell |
22,764
-524
| -2% | -$177K | 0.56% | 48 |
|
|
2023
Q4 | $7.06M | Sell |
23,288
-835
| -3% | -$253K | 0.59% | 47 |
|
|
2023
Q3 | $6.42M | Sell |
24,123
-25
| -0.1% | -$6.65K | 0.54% | 52 |
|
|
2023
Q2 | $6.65M | Sell |
24,148
-495
| -2% | -$136K | 0.55% | 50 |
|
|
2023
Q1 | $6.02M | Sell |
24,643
-56
| -0.2% | -$13.7K | 0.53% | 56 |
|
|
2022
Q4 | $5.29M | Sell |
24,699
-173
| -0.7% | -$37.1K | 0.49% | 58 |
|
|
2022
Q3 | $5.23M | Buy |
24,872
+395
| +2% | +$83.1K | 0.52% | 55 |
|
|
2022
Q2 | $5.35M | Sell |
24,477
-625
| -2% | -$137K | 0.49% | 56 |
|
|
2022
Q1 | $6.97M | Buy |
25,102
+772
| +3% | +$214K | 0.55% | 51 |
|
|
2021
Q4 | $7.44M | Buy |
24,330
+45
| +0.2% | +$13.8K | 0.58% | 53 |
|
|
2021
Q3 | $6.66M | Buy |
24,285
+1,025
| +4% | +$281K | 0.56% | 57 |
|
|
2021
Q2 | $6.32M | Buy |
23,260
+339
| +1% | +$92K | 0.5% | 62 |
|
|
2021
Q1 | $5.57M | Buy |
22,921
+950
| +4% | +$231K | 0.48% | 67 |
|
|
2020
Q4 | $5.3M | Buy |
21,971
+859
| +4% | +$207K | 0.51% | 61 |
|
|
2020
Q3 | $4.58M | Buy |
21,112
+610
| +3% | +$132K | 0.5% | 64 |
|
|
2020
Q2 | $3.94M | Buy |
20,502
+160
| +0.8% | +$30.7K | 0.47% | 66 |
|
|
2020
Q1 | $3.07M | Buy |
20,342
+271
| +1% | +$40.8K | 0.4% | 67 |
|
|
2019
Q4 | $3.53M | Buy |
20,071
+656
| +3% | +$115K | 0.35% | 76 |
|
|
2019
Q3 | $3.1M | Buy |
19,415
+2,716
| +16% | +$434K | 0.36% | 82 |
|
|
2019
Q2 | $2.63M | Buy |
16,699
+937
| +6% | +$147K | 0.31% | 94 |
|
|
2019
Q1 | $2.39M | Buy |
15,762
+225
| +1% | +$34.1K | 0.28% | 103 |
|
|
2018
Q4 | $2.03M | Sell |
15,537
-515
| -3% | -$67.4K | 0.27% | 100 |
|
|
2018
Q3 | $2.5M | Buy |
16,052
+235
| +1% | +$36.7K | 0.3% | 92 |
|
|
2018
Q2 | $2.27M | Sell |
15,817
-1,549
| -9% | -$223K | 0.29% | 98 |
|
|
2018
Q1 | $2.36M | Buy |
17,366
+1,080
| +7% | +$147K | 0.3% | 87 |
|
|
2017
Q4 | $2.19M | Buy |
16,286
+1,235
| +8% | +$166K | 0.24% | 103 |
|
|
2017
Q3 | $1.88M | Buy |
15,051
+1,270
| +9% | +$159K | 0.21% | 112 |
|
|
2017
Q2 | $1.64M | Buy |
13,781
+2,165
| +19% | +$258K | 0.19% | 137 |
|
|
2017
Q1 | $1.32M | Buy |
11,616
+2,989
| +35% | +$340K | 0.15% | 166 |
|
|
2016
Q4 | $905K | Sell |
8,627
-24,174
| -74% | -$2.54M | 0.11% | 199 |
|
|
2016
Q3 | $3.42M | Buy |
+32,801
| New | +$3.42M | 0.42% | 66 |
|