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Rothschild Investment LLC’s iShares Russell 3000 ETF IWV Stock Holding History

Rothschild Investment LLC’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$253K Hold
593
– – 0.01% 804
2026
Q1 		$220K Hold
593
– – 0.01% 638
2025
Q4 		$229K Hold
593
– – 0.01% 575
2025
Q3 		$225K Hold
593
– – 0.01% 566
2025
Q2 		$208K Hold
593
– – 0.01% 503
2025
Q1 		$188K Hold
593
– – 0.01% 512
2024
Q4 		$198K Hold
593
– – 0.01% 506
2024
Q3 		$194K Buy
593
+450
+315% +$142K 0.01% 518
2024
Q2 		$44.1K Hold
143
– – ﹤0.01% 775
2024
Q1 		$42.9K Hold
143
– – ﹤0.01% 760
2023
Q4 		$39.1K Buy
+143
New +$36.5K ﹤0.01% 708

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Rothschild Investment LLC held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 593 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #804.

Rothschild Investment LLC first reported a position in IWV in Q4 2023 and has held it in 11 quarters since. 767 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Rothschild Investment LLC held 593 shares of iShares Russell 3000 ETF worth $253K as of Q2 2026.
  • Rothschild Investment LLC left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #804 holding.
  • Rothschild Investment LLC first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 767 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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