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

Rothschild Investment LLC’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$296K	Hold	751	–	–	0.01%	762
2026 Q1	$236K	Hold	751	–	–	0.01%	617
2025 Q4	$243K	Hold	751	–	–	0.01%	562
2025 Q3	$240K	Hold	751	–	–	0.01%	547
2025 Q2	$215K	Hold	751	–	–	0.01%	496
2025 Q1	$192K	Hold	751	–	–	0.01%	507
2024 Q4	$216K	Hold	751	–	–	0.01%	491
2024 Q3	$213K	Hold	751	–	–	0.01%	498
2024 Q2	$197K	Hold	751	–	–	0.01%	501
2024 Q1	$203K	Sell	751 -50	-6%	-$12.8K	0.01%	468
2023 Q4	$202K	Buy	+801	New	+$181K	0.02%	412
2022 Q2	–	Sell	-801	Closed	-$205K	–	497
2022 Q1	$205K	Hold	801	–	–	0.02%	460
2021 Q4	$235K	Hold	801	–	–	0.02%	451
2021 Q3	$235K	Hold	801	–	–	0.02%	432
2021 Q2	$250K	Hold	801	–	–	0.02%	426
2021 Q1	$241K	Hold	801	–	–	0.02%	420
2020 Q4	$230K	Buy	+801	New	+$204K	0.02%	402
2018 Q4	–	Sell	-10,800	Closed	-$2.32M	–	378
2018 Q3	$2.32M	Hold	10,800	–	–	0.27%	100
2018 Q2	$2.21M	Buy	+10,800	New	+$2.16M	0.28%	103
2017 Q1	–	Sell	-15,800	Closed	-$2.43M	–	493
2016 Q4	$2.43M	Hold	15,800	–	–	0.29%	91
2016 Q3	$2.35M	Buy	+15,800	New	+$2.3M	0.29%	95
2015 Q2	–	Sell	-10,800	Closed	-$1.64M	–	515
2015 Q1	$1.64M	Buy	+10,800	New	+$1.57M	0.19%	124

Other funds holding IWO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Rothschild Investment LLC held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 751 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #762.

Rothschild Investment LLC first reported a position in IWO in Q1 2015 and has held it in 22 quarters since. The position peaked at $2.43M in Q4 2016. 642 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Rothschild Investment LLC held 751 shares of iShares Russell 2000 Growth ETF worth $296K as of Q2 2026.
Rothschild Investment LLC left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #762 holding.
Rothschild Investment LLC first reported a position in iShares Russell 2000 Growth ETF in Q1 2015 and has held it in 22 quarters since.
Rothschild Investment LLC's iShares Russell 2000 Growth ETF position peaked at $2.43M in Q4 2016.
642 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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