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
2025 Q2	$29.7K	Hold
2025 Q1	$28.3K	Hold
2024 Q4	$29.1K	Hold
2024 Q3	$29.8K	Hold
2024 Q2	$27.2K	Hold
2024 Q1	$28.2K	Buy
2023 Q4	$19.2K	Buy