RIL
Rothschild Investment LLC’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
7,083
-144
| -2% | -$31.1K | 0.1% | 171 |
|
|
2025
Q1 | $1.44M | Buy |
7,227
+65
| +0.9% | +$13K | 0.1% | 185 |
|
|
2024
Q4 | $1.58M | Buy |
7,162
+105
| +1% | +$23.2K | 0.1% | 168 |
|
|
2024
Q3 | $1.56M | Buy |
7,057
+500
| +8% | +$110K | 0.1% | 168 |
|
|
2024
Q2 | $1.33M | Sell |
6,557
-119
| -2% | -$24.1K | 0.09% | 184 |
|
|
2024
Q1 | $1.4M | Sell |
6,676
-95
| -1% | -$20K | 0.1% | 175 |
|
|
2023
Q4 | $1.36M | Sell |
6,771
-556
| -8% | -$112K | 0.11% | 154 |
|
|
2023
Q3 | $1.3M | Hold |
7,327
| – | – | 0.11% | 172 |
|
|
2023
Q2 | $1.37M | Sell |
7,327
-25
| -0.3% | -$4.68K | 0.11% | 175 |
|
|
2023
Q1 | $1.31M | Hold |
7,352
| – | – | 0.11% | 178 |
|
|
2022
Q4 | $1.28M | Sell |
7,352
-2,127
| -22% | -$371K | 0.12% | 174 |
|
|
2022
Q3 | $1.56M | Sell |
9,479
-375
| -4% | -$61.8K | 0.15% | 144 |
|
|
2022
Q2 | $1.67M | Buy |
9,854
+4,775
| +94% | +$809K | 0.15% | 138 |
|
|
2022
Q1 | $1.04M | Sell |
5,079
-582
| -10% | -$120K | 0.08% | 223 |
|
|
2021
Q4 | $1.26M | Buy |
5,661
+100
| +2% | +$22.2K | 0.1% | 195 |
|
|
2021
Q3 | $1.22M | Sell |
5,561
-140
| -2% | -$30.6K | 0.1% | 191 |
|
|
2021
Q2 | $1.31M | Sell |
5,701
-12,953
| -69% | -$2.97M | 0.1% | 187 |
|
|
2021
Q1 | $4.12M | Sell |
18,654
-40
| -0.2% | -$8.84K | 0.36% | 81 |
|
|
2020
Q4 | $3.67M | Sell |
18,694
-400
| -2% | -$78.4K | 0.35% | 77 |
|
|
2020
Q3 | $2.86M | Sell |
19,094
-595
| -3% | -$89.1K | 0.31% | 86 |
|
|
2020
Q2 | $2.82M | Sell |
19,689
-36,530
| -65% | -$5.23M | 0.34% | 78 |
|
|
2020
Q1 | $6.44M | Sell |
56,219
-4,000
| -7% | -$458K | 0.84% | 33 |
|
|
2019
Q4 | $9.98M | Sell |
60,219
-48
| -0.1% | -$7.95K | 0.99% | 21 |
|
|
2019
Q3 | $9.12M | Buy |
60,267
+215
| +0.4% | +$32.5K | 1.06% | 20 |
|
|
2019
Q2 | $9.34M | Hold |
60,052
| – | – | 1.1% | 21 |
|
|
2019
Q1 | $9.19M | Sell |
60,052
-500
| -0.8% | -$76.5K | 1.08% | 21 |
|
|
2018
Q4 | $8.11M | Buy |
60,552
+27,200
| +82% | +$3.64M | 1.09% | 20 |
|
|
2018
Q3 | $5.62M | Hold |
33,352
| – | – | 0.66% | 47 |
|
|
2018
Q2 | $5.46M | Hold |
33,352
| – | – | 0.69% | 43 |
|
|
2018
Q1 | $5.06M | Sell |
33,352
-182
| -0.5% | -$27.6K | 0.65% | 45 |
|
|
2017
Q4 | $5.11M | Hold |
33,534
| – | – | 0.56% | 49 |
|
|
2017
Q3 | $4.97M | Buy |
33,534
+75
| +0.2% | +$11.1K | 0.56% | 45 |
|
|
2017
Q2 | $4.72M | Buy |
33,459
+193
| +0.6% | +$27.2K | 0.54% | 47 |
|
|
2017
Q1 | $4.57M | Buy |
33,266
+200
| +0.6% | +$27.5K | 0.53% | 49 |
|
|
2016
Q4 | $4.46M | Buy |
33,066
+50
| +0.2% | +$6.74K | 0.54% | 51 |
|
|
2016
Q3 | $4.1M | Buy |
33,016
+163
| +0.5% | +$20.2K | 0.5% | 53 |
|
|
2016
Q2 | $3.78M | Hold |
32,853
| – | – | 0.48% | 60 |
|
|
2016
Q1 | $3.64M | Hold |
32,853
| – | – | 0.47% | 62 |
|
|
2015
Q4 | $3.7M | Buy |
32,853
+2
| +0% | +$225 | 0.47% | 59 |
|
|
2015
Q3 | $3.59M | Hold |
32,851
| – | – | 0.47% | 57 |
|
|
2015
Q2 | $4.1M | Buy |
32,851
+238
| +0.7% | +$29.7K | 0.48% | 52 |
|
|
2015
Q1 | $4.06M | Sell |
32,613
-82
| -0.3% | -$10.2K | 0.47% | 55 |
|
|
2014
Q4 | $3.91M | Buy |
32,695
+375
| +1% | +$44.9K | 0.47% | 56 |
|
|
2014
Q3 | $3.53M | Sell |
32,320
-100
| -0.3% | -$10.9K | 0.43% | 60 |
|
|
2014
Q2 | $3.85M | Sell |
32,420
-24
| -0.1% | -$2.85K | 0.49% | 57 |
|
|
2014
Q1 | $3.78M | Sell |
32,444
-282
| -0.9% | -$32.8K | 0.51% | 55 |
|
|
2013
Q4 | $3.78M | Hold |
32,726
| – | – | 0.52% | 55 |
|
|
2013
Q3 | $3.49M | Hold |
32,726
| – | – | 0.51% | 53 |
|
|
2013
Q2 | $3.17M | Buy |
+32,726
| New | +$3.17M | 0.52% | 50 |
|