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Rothschild Investment LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Rothschild Investment LLC’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.19M Sell
7,296
-50
-0.7% -$14.1K 0.08% 229
2026
Q1 		$1.82M Buy
7,346
+128
+2% +$33K 0.1% 177
2025
Q4 		$1.78M Buy
7,218
+200
+3% +$49.2K 0.1% 168
2025
Q3 		$1.7M Sell
7,018
-65
-0.9% -$14.9K 0.1% 170
2025
Q2 		$1.53M Sell
7,083
-144
-2% -$29K 0.1% 171
2025
Q1 		$1.44M Buy
7,227
+65
+0.9% +$14.1K 0.1% 185
2024
Q4 		$1.58M Buy
7,162
+105
+1% +$23.9K 0.1% 168
2024
Q3 		$1.56M Buy
7,057
+500
+8% +$107K 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% -$19K 0.1% 175
2023
Q4 		$1.36M Sell
6,771
-556
-8% -$99.6K 0.11% 154
2023
Q3 		$1.29M Hold
7,327
– – 0.11% 172
2023
Q2 		$1.37M Sell
7,327
-25
-0.3% -$4.46K 0.11% 175
2023
Q1 		$1.31M Hold
7,352
– – 0.11% 178
2022
Q4 		$1.28M Sell
7,352
-2,127
-22% -$378K 0.12% 174
2022
Q3 		$1.56M Sell
9,479
-375
-4% -$68.4K 0.15% 144
2022
Q2 		$1.67M Buy
9,854
+4,775
+94% +$880K 0.15% 138
2022
Q1 		$1.04M Sell
5,079
-582
-10% -$119K 0.08% 223
2021
Q4 		$1.26M Buy
5,661
+100
+2% +$22.6K 0.1% 195
2021
Q3 		$1.22M Sell
5,561
-140
-2% -$31K 0.1% 191
2021
Q2 		$1.31M Sell
5,701
-12,953
-69% -$2.91M 0.1% 187
2021
Q1 		$4.12M Sell
18,654
-40
-0.2% -$8.73K 0.36% 81
2020
Q4 		$3.67M Sell
18,694
-400
-2% -$70K 0.35% 77
2020
Q3 		$2.86M Sell
19,094
-595
-3% -$89.5K 0.31% 86
2020
Q2 		$2.82M Sell
19,689
-36,530
-65% -$4.79M 0.34% 78
2020
Q1 		$6.43M Sell
56,219
-4,000
-7% -$596K 0.84% 33
2019
Q4 		$9.98M Sell
60,219
-48
-0.1% -$7.59K 0.99% 21
2019
Q3 		$9.12M Buy
60,267
+215
+0.4% +$32.8K 1.06% 20
2019
Q2 		$9.34M Hold
60,052
– – 1.1% 21
2019
Q1 		$9.19M Sell
60,052
-500
-0.8% -$75.1K 1.08% 21
2018
Q4 		$8.11M Buy
60,552
+27,200
+82% +$4.06M 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% -$28.1K 0.65% 45
2017
Q4 		$5.11M Hold
33,534
– – 0.56% 49
2017
Q3 		$4.97M Buy
33,534
+75
+0.2% +$10.6K 0.56% 45
2017
Q2 		$4.71M Buy
33,459
+193
+0.6% +$26.7K 0.54% 47
2017
Q1 		$4.57M Buy
33,266
+200
+0.6% +$27.3K 0.53% 49
2016
Q4 		$4.46M Buy
33,066
+50
+0.2% +$6.39K 0.54% 51
2016
Q3 		$4.1M Buy
33,016
+163
+0.5% +$19.8K 0.5% 53
2016
Q2 		$3.78M Hold
32,853
– – 0.48% 60
2016
Q1 		$3.63M Hold
32,853
– – 0.47% 62
2015
Q4 		$3.7M Buy
32,853
+2
+0% +$231 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% -$9.88K 0.47% 55
2014
Q4 		$3.91M Buy
32,695
+375
+1% +$42.9K 0.47% 56
2014
Q3 		$3.53M Sell
32,320
-100
-0.3% -$11.4K 0.43% 60
2014
Q2 		$3.85M Sell
32,420
-24
-0.1% -$2.73K 0.49% 57
2014
Q1 		$3.77M Sell
32,444
-282
-0.9% -$32.5K 0.51% 55
2013
Q4 		$3.77M Hold
32,726
– – 0.52% 55
2013
Q3 		$3.49M Hold
32,726
– – 0.51% 53
2013
Q2 		$3.17M Buy
+32,726
New +$3.13M 0.52% 50

Other funds holding IWM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

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

Rothschild Investment LLC reduced its iShares Russell 2000 ETF (IWM) stake by 0.68% in Q2 2026, selling an estimated $14.1K and leaving 7,296 shares worth $2.19M. The position accounts for 0.08% of the portfolio, ranked #229.

Rothschild Investment LLC first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.98M in Q4 2019. 1,654 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Rothschild Investment LLC held 7,296 shares of iShares Russell 2000 ETF worth $2.19M as of Q2 2026.
  • Rothschild Investment LLC sold 50 iShares Russell 2000 ETF shares in Q2 2026, an estimated $14.1K.
  • iShares Russell 2000 ETF made up 0.08% of Rothschild Investment LLC's portfolio in Q2 2026, its #229 holding.
  • Rothschild Investment LLC first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • Rothschild Investment LLC's iShares Russell 2000 ETF position peaked at $9.98M in Q4 2019.
  • 1,654 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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