Rothschild Investment LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164K | Hold |
1,037
| – | – | 0.01% | 551 |
|
|
2025
Q1 | $157K | Hold |
1,037
| – | – | 0.01% | 543 |
|
|
2024
Q4 | $170K | Hold |
1,037
| – | – | 0.01% | 541 |
|
|
2024
Q3 | $173K | Buy |
1,037
+158
| +18% | +$26.4K | 0.01% | 540 |
|
|
2024
Q2 | $134K | Hold |
879
| – | – | 0.01% | 572 |
|
|
2024
Q1 | $140K | Buy |
879
+27
| +3% | +$4.29K | 0.01% | 530 |
|
|
2023
Q4 | $132K | Buy |
+852
| New | +$132K | 0.01% | 486 |
|
|
2017
Q1 | – | Sell |
-10,902
| Closed | -$1.3M | – | 492 |
|
|
2016
Q4 | $1.3M | Buy |
+10,902
| New | +$1.3M | 0.16% | 158 |
|