Rothschild Investment LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Hold |
1,638
| – | – | 0.01% | 567 |
|
|
2025
Q1 | $139K | Buy |
1,638
+16
| +1% | +$1.36K | 0.01% | 572 |
|
|
2024
Q4 | $143K | Sell |
1,622
-400
| -20% | -$35.4K | 0.01% | 570 |
|
|
2024
Q3 | $178K | Hold |
2,022
| – | – | 0.01% | 535 |
|
|
2024
Q2 | $164K | Sell |
2,022
-35
| -2% | -$2.84K | 0.01% | 529 |
|
|
2024
Q1 | $173K | Sell |
2,057
-26
| -1% | -$2.19K | 0.01% | 497 |
|
|
2023
Q4 | $162K | Buy |
+2,083
| New | +$162K | 0.01% | 450 |
|
|
2022
Q2 | – | Sell |
-3,043
| Closed | -$237K | – | 498 |
|
|
2022
Q1 | $237K | Sell |
3,043
-133
| -4% | -$10.4K | 0.02% | 436 |
|
|
2021
Q4 | $264K | Hold |
3,176
| – | – | 0.02% | 424 |
|
|
2021
Q3 | $248K | Sell |
3,176
-125
| -4% | -$9.76K | 0.02% | 426 |
|
|
2021
Q2 | $262K | Buy |
+3,301
| New | +$262K | 0.02% | 421 |
|