Essex LLC’s iShares US Financials ETF IYF Stock Holding History

Essex LLC’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.66M	Buy	14,101 +1,167	+9%	+$145K	0.29%	65
2025 Q4	$1.67M	Sell	12,934 -8	-0.1%	-$1K	0.3%	61
2025 Q3	$1.64M	Sell	12,942 -381	-3%	-$47.1K	0.3%	66
2025 Q2	$1.61M	Buy	13,323 +2,601	+24%	+$293K	0.32%	66
2025 Q1	$1.21M	Sell	10,722 -879	-8%	-$101K	0.26%	72
2024 Q4	$1.28M	Sell	11,601 -23	-0.2%	-$2.56K	0.27%	71
2024 Q3	$1.21M	Sell	11,624 -485	-4%	-$48.6K	0.25%	74
2024 Q2	$1.15M	Sell	12,109 -515	-4%	-$48.2K	0.26%	74
2024 Q1	$1.21M	Sell	12,624 -630	-5%	-$56.1K	0.28%	72
2023 Q4	$1.13M	Sell	13,254 -4,663	-26%	-$364K	0.28%	73
2023 Q3	$1.34M	Sell	17,917 -7,545	-30%	-$582K	0.38%	65
2023 Q2	$1.9M	Sell	25,462 -1,459	-5%	-$105K	0.53%	54
2023 Q1	$2.03M	Hold	26,921	–	–	0.61%	51
2022 Q4	$2.03M	Sell	26,921 -109	-0.4%	-$8.17K	0.61%	51
2022 Q3	$1.83M	Sell	27,030 -415	-2%	-$30.6K	0.6%	54
2022 Q2	$1.92M	Sell	27,445 -220	-0.8%	-$16.8K	0.6%	55
2022 Q1	$2.34M	Sell	27,665 -715	-3%	-$61.6K	0.63%	51
2021 Q4	$2.46M	Sell	28,380 -750	-3%	-$65.3K	0.66%	50
2021 Q3	$2.4M	Buy	+29,130	New	+$2.42M	0.67%	49

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Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return