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Rossby Financial’s NYLIM Candriam U.S. Mid Cap Equity ETF IQSM Stock Holding History

Rossby Financial’s Portfolio IQSM Stock Details IQSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49K Sell
1,231
-4,436
-78% -$167K 0.01% 699
2026
Q1 		$198K Buy
5,667
+2,481
+78% +$88.9K 0.04% 382
2025
Q4 		$110K Sell
3,186
-73
-2% -$2.5K 0.03% 389
2025
Q3 		$111K Buy
+3,259
New +$109K 0.04% 376

Other funds holding IQSM

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rossby Financial's IQSM Position: Q2 2026 in Review

Rossby Financial reduced its NYLIM Candriam U.S. Mid Cap Equity ETF (IQSM) stake by 78% in Q2 2026, selling an estimated $167K and leaving 1,231 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #699.

Rossby Financial first reported a position in IQSM in Q3 2025 and has held it in 4 quarters since. The position peaked at $198K in Q1 2026. 7 funds tracked by Wall St. Rank hold IQSM as of Q2 2026.

  • Rossby Financial held 1,231 shares of NYLIM Candriam U.S. Mid Cap Equity ETF worth $49K as of Q2 2026.
  • Rossby Financial sold 4,436 NYLIM Candriam U.S. Mid Cap Equity ETF shares in Q2 2026, an estimated $167K.
  • NYLIM Candriam U.S. Mid Cap Equity ETF made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #699 holding.
  • Rossby Financial first reported a position in NYLIM Candriam U.S. Mid Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Rossby Financial's NYLIM Candriam U.S. Mid Cap Equity ETF position peaked at $198K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held NYLIM Candriam U.S. Mid Cap Equity ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.