Rothschild Investment LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$13.5K | 0.01% | 468 |
|
|
2023
Q4 | $202K | Buy |
+801
| New | +$202K | 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 | +$230K | 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 | +$2.21M | 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 | +$2.35M | 0.29% | 95 |
|
|
2015
Q2 | – | Sell |
-10,800
| Closed | -$1.64M | – | 515 |
|
|
2015
Q1 | $1.64M | Buy |
+10,800
| New | +$1.64M | 0.19% | 124 |
|