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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$546K	Buy	3,316 +2,831	+584%	+$447K	0.02%	576
2026 Q1	$70.7K	Buy	485 +351	+262%	+$52.1K	﹤0.01%	1021
2025 Q4	$18.9K	Hold	134	–	–	﹤0.01%	1341
2025 Q3	$18.7K	Sell	134 -91	-40%	-$12.4K	﹤0.01%	1247
2025 Q2	$29.7K	Hold	225	–	–	﹤0.01%	918
2025 Q1	$28.3K	Hold	225	–	–	﹤0.01%	908
2024 Q4	$29.1K	Hold	225	–	–	﹤0.01%	912
2024 Q3	$29.8K	Hold	225	–	–	﹤0.01%	907
2024 Q2	$27.2K	Hold	225	–	–	﹤0.01%	901
2024 Q1	$28.2K	Buy	225 +60	+36%	+$7.07K	﹤0.01%	845
2023 Q4	$19.2K	Buy	+165	New	+$17.6K	﹤0.01%	875

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Rothschild Investment LLC increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 584% in Q2 2026, buying an estimated $447K and bringing the position to 3,316 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #576.

Rothschild Investment LLC first reported a position in IWS in Q4 2023 and has held it in 11 quarters since. 1,049 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Rothschild Investment LLC held 3,316 shares of iShares Russell Mid-Cap Value ETF worth $546K as of Q2 2026.
Rothschild Investment LLC bought 2,831 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $447K.
iShares Russell Mid-Cap Value ETF made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #576 holding.
Rothschild Investment LLC first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,049 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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