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

Rothschild Investment LLC’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.16M Sell
73,747
-701
-0.9% -$84.5K 0.34% 62
2026
Q1 		$7.94M Sell
74,448
-128
-0.2% -$14.5K 0.41% 61
2025
Q4 		$8.82M Buy
74,576
+196
+0.3% +$23.2K 0.49% 54
2025
Q3 		$8.71M Sell
74,380
-1,536
-2% -$171K 0.49% 52
2025
Q2 		$8.06M Sell
75,916
-2,948
-4% -$282K 0.51% 53
2025
Q1 		$7.12M Sell
78,864
-1,152
-1% -$114K 0.48% 57
2024
Q4 		$8.03M Sell
80,016
-1,612
-2% -$159K 0.53% 49
2024
Q3 		$7.66M Sell
81,628
-3,596
-4% -$326K 0.5% 55
2024
Q2 		$7.77M Sell
85,224
-5,832
-6% -$498K 0.54% 46
2024
Q1 		$7.67M Sell
91,056
-2,096
-2% -$169K 0.56% 48
2023
Q4 		$7.06M Sell
93,152
-3,340
-3% -$236K 0.59% 47
2023
Q3 		$6.42M Sell
96,492
-100
-0.1% -$6.91K 0.54% 52
2023
Q2 		$6.64M Sell
96,592
-1,980
-2% -$126K 0.55% 50
2023
Q1 		$6.02M Sell
98,572
-224
-0.2% -$12.9K 0.53% 56
2022
Q4 		$5.29M Sell
98,796
-692
-0.7% -$38.1K 0.49% 58
2022
Q3 		$5.23M Buy
99,488
+1,580
+2% +$92.9K 0.52% 55
2022
Q2 		$5.35M Sell
97,908
-2,500
-2% -$150K 0.49% 56
2022
Q1 		$6.97M Buy
100,408
+3,088
+3% +$211K 0.55% 51
2021
Q4 		$7.43M Buy
97,320
+180
+0.2% +$13.3K 0.58% 53
2021
Q3 		$6.66M Buy
97,140
+4,100
+4% +$290K 0.56% 57
2021
Q2 		$6.32M Buy
93,040
+1,356
+1% +$87.4K 0.5% 62
2021
Q1 		$5.57M Buy
91,684
+3,800
+4% +$231K 0.48% 67
2020
Q4 		$5.3M Buy
87,884
+3,436
+4% +$196K 0.51% 61
2020
Q3 		$4.58M Buy
84,448
+2,440
+3% +$129K 0.5% 64
2020
Q2 		$3.94M Buy
82,008
+640
+0.8% +$28.2K 0.47% 66
2020
Q1 		$3.06M Buy
81,368
+1,084
+1% +$46.7K 0.4% 67
2019
Q4 		$3.53M Buy
80,284
+2,624
+3% +$110K 0.35% 76
2019
Q3 		$3.1M Buy
77,660
+10,864
+16% +$436K 0.36% 82
2019
Q2 		$2.63M Buy
66,796
+3,748
+6% +$145K 0.31% 94
2019
Q1 		$2.39M Buy
63,048
+900
+1% +$32.3K 0.28% 103
2018
Q4 		$2.03M Sell
62,148
-2,060
-3% -$72.6K 0.27% 100
2018
Q3 		$2.5M Buy
64,208
+940
+1% +$35.6K 0.3% 92
2018
Q2 		$2.27M Sell
63,268
-6,196
-9% -$219K 0.29% 98
2018
Q1 		$2.36M Buy
69,464
+4,320
+7% +$151K 0.3% 87
2017
Q4 		$2.19M Buy
65,144
+4,940
+8% +$162K 0.24% 103
2017
Q3 		$1.88M Buy
60,204
+5,080
+9% +$155K 0.21% 112
2017
Q2 		$1.64M Buy
55,124
+8,660
+19% +$254K 0.19% 137
2017
Q1 		$1.32M Buy
46,464
+11,956
+35% +$332K 0.15% 166
2016
Q4 		$905K Sell
34,508
-96,696
-74% -$2.51M 0.11% 199
2016
Q3 		$3.42M Buy
+131,204
New +$3.41M 0.42% 66

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rothschild Investment LLC's IWF Position: Q2 2026 in Review

Rothschild Investment LLC reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.94% in Q2 2026, selling an estimated $84.5K and leaving 73,747 shares worth $9.16M. The position accounts for 0.34% of the portfolio, ranked #62.

Rothschild Investment LLC first reported a position in IWF in Q3 2016 and has held it in 40 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Rothschild Investment LLC held 73,747 shares of iShares Russell 1000 Growth ETF worth $9.16M as of Q2 2026.
  • Rothschild Investment LLC sold 701 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $84.5K.
  • iShares Russell 1000 Growth ETF made up 0.34% of Rothschild Investment LLC's portfolio in Q2 2026, its #62 holding.
  • Rothschild Investment LLC first reported a position in iShares Russell 1000 Growth ETF in Q3 2016 and has held it in 40 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.