Rossby Financial’s IQ Candriam US Mid Cap Equity ETF IQSM Stock Holding History

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

Rossby Financial's IQSM Position: Q2 2026 in Review

Rossby Financial reduced its IQ Candriam US 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. 1 fund tracked by Wall St. Rank holds IQSM as of Q2 2026.

  • Rossby Financial held 1,231 shares of IQ Candriam US Mid Cap Equity ETF worth $49K as of Q2 2026.
  • Rossby Financial sold 4,436 IQ Candriam US Mid Cap Equity ETF shares in Q2 2026, an estimated $167K.
  • IQ Candriam US 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 IQ Candriam US Mid Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Rossby Financial's IQ Candriam US Mid Cap Equity ETF position peaked at $198K in Q1 2026.
  • 1 fund tracked by Wall St. Rank held IQ Candriam US Mid Cap Equity ETF as of Q2 2026.

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