Rothschild Investment LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Hold |
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|
2025
Q1 | $192K | Hold |
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|
2024
Q4 | $216K | Hold |
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|
2024
Q3 | $213K | Hold |
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|
2024
Q2 | $197K | Hold |
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|
2024
Q1 | $203K | Sell |
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|
2023
Q4 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $205K | Hold |
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|
2021
Q4 | $235K | Hold |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $250K | Hold |
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|
2021
Q1 | $241K | Hold |
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|
2020
Q4 | $230K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.32M | Hold |
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|
2018
Q2 | $2.21M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2.43M | Hold |
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|
2016
Q3 | $2.35M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.64M | Buy |
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