Rothschild Investment LLC’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
|
|||||
|
2025
Q1 | $1.44M | Buy |
|
|||||
|
2024
Q4 | $1.58M | Buy |
|
|||||
|
2024
Q3 | $1.56M | Buy |
|
|||||
|
2024
Q2 | $1.33M | Sell |
|
|||||
|
2024
Q1 | $1.4M | Sell |
|
|||||
|
2023
Q4 | $1.36M | Sell |
|
|||||
|
2023
Q3 | $1.29M | Hold |
|
|||||
|
2023
Q2 | $1.37M | Sell |
|
|||||
|
2023
Q1 | $1.31M | Hold |
|
|||||
|
2022
Q4 | $1.28M | Sell |
|
|||||
|
2022
Q3 | $1.56M | Sell |
|
|||||
|
2022
Q2 | $1.67M | Buy |
|
|||||
|
2022
Q1 | $1.04M | Sell |
|
|||||
|
2021
Q4 | $1.26M | Buy |
|
|||||
|
2021
Q3 | $1.22M | Sell |
|
|||||
|
2021
Q2 | $1.31M | Sell |
|
|||||
|
2021
Q1 | $4.12M | Sell |
|
|||||
|
2020
Q4 | $3.67M | Sell |
|
|||||
|
2020
Q3 | $2.86M | Sell |
|
|||||
|
2020
Q2 | $2.82M | Sell |
|
|||||
|
2020
Q1 | $6.43M | Sell |
|
|||||
|
2019
Q4 | $9.98M | Sell |
|
|||||
|
2019
Q3 | $9.12M | Buy |
|
|||||
|
2019
Q2 | $9.34M | Hold |
|
|||||
|
2019
Q1 | $9.19M | Sell |
|
|||||
|
2018
Q4 | $8.11M | Buy |
|
|||||
|
2018
Q3 | $5.62M | Hold |
|
|||||
|
2018
Q2 | $5.46M | Hold |
|
|||||
|
2018
Q1 | $5.06M | Sell |
|
|||||
|
2017
Q4 | $5.11M | Hold |
|
|||||
|
2017
Q3 | $4.97M | Buy |
|
|||||
|
2017
Q2 | $4.71M | Buy |
|
|||||
|
2017
Q1 | $4.57M | Buy |
|
|||||
|
2016
Q4 | $4.46M | Buy |
|
|||||
|
2016
Q3 | $4.1M | Buy |
|
|||||
|
2016
Q2 | $3.78M | Hold |
|
|||||
|
2016
Q1 | $3.63M | Hold |
|
|||||
|
2015
Q4 | $3.7M | Buy |
|
|||||
|
2015
Q3 | $3.59M | Hold |
|
|||||
|
2015
Q2 | $4.1M | Buy |
|
|||||
|
2015
Q1 | $4.06M | Sell |
|
|||||
|
2014
Q4 | $3.91M | Buy |
|
|||||
|
2014
Q3 | $3.53M | Sell |
|
|||||
|
2014
Q2 | $3.85M | Sell |
|
|||||
|
2014
Q1 | $3.77M | Sell |
|
|||||
|
2013
Q4 | $3.77M | Hold |
|
|||||
|
2013
Q3 | $3.49M | Hold |
|
|||||
|
2013
Q2 | $3.17M | Buy |
|