Rothschild Investment LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$159K	Hold	1,438	–	–	0.01%	926
2026 Q1	$140K	Hold	1,438	–	–	0.01%	785
2025 Q4	$138K	Hold	1,438	–	–	0.01%	732
2025 Q3	$139K	Sell	1,438 -200	-12%	-$19K	0.01%	714
2025 Q2	$151K	Hold	1,638	–	–	0.01%	567
2025 Q1	$139K	Buy	1,638 +16	+1%	+$1.43K	0.01%	572
2024 Q4	$143K	Sell	1,622 -400	-20%	-$36.3K	0.01%	570
2024 Q3	$178K	Hold	2,022	–	–	0.01%	535
2024 Q2	$164K	Sell	2,022 -35	-2%	-$2.85K	0.01%	529
2024 Q1	$173K	Sell	2,057 -26	-1%	-$2.06K	0.01%	497
2023 Q4	$162K	Buy	+2,083	New	+$148K	0.01%	450
2022 Q2	–	Sell	-3,043	Closed	-$237K	–	498
2022 Q1	$237K	Sell	3,043 -133	-4%	-$10.2K	0.02%	436
2021 Q4	$264K	Hold	3,176	–	–	0.02%	424
2021 Q3	$248K	Sell	3,176 -125	-4%	-$10K	0.02%	426
2021 Q2	$262K	Buy	+3,301	New	+$256K	0.02%	421

Other funds holding IWR

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Rothschild Investment LLC held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 1,438 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #926.

Rothschild Investment LLC first reported a position in IWR in Q2 2021 and has held it in 15 quarters since. The position peaked at $264K in Q4 2021. 1,082 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Rothschild Investment LLC held 1,438 shares of iShares Russell Mid-Cap ETF worth $159K as of Q2 2026.
Rothschild Investment LLC left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #926 holding.
Rothschild Investment LLC first reported a position in iShares Russell Mid-Cap ETF in Q2 2021 and has held it in 15 quarters since.
Rothschild Investment LLC's iShares Russell Mid-Cap ETF position peaked at $264K in Q4 2021.
1,082 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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