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
2025 Q2	$208K	Hold
2025 Q1	$188K	Hold
2024 Q4	$198K	Hold
2024 Q3	$194K	Buy
2024 Q2	$44.1K	Hold
2024 Q1	$42.9K	Hold
2023 Q4	$39.1K	Buy