Rothschild Investment LLC’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$147K | 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 | +$39.1K | ﹤0.01% | 708 |
|