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Rossby Financial’s NYLIM Candriam U.S. Large Cap Equity ETF IQSU Stock Holding History

Rossby Financial’s Portfolio IQSU Stock Details IQSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$203K Hold
3,243
– – 0.04% 396
2026
Q1 		$168K Buy
+3,243
New +$176K 0.03% 414

Other funds holding IQSU

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Rossby Financial's IQSU Position: Q2 2026 in Review

Rossby Financial held its NYLIM Candriam U.S. Large Cap Equity ETF (IQSU) position steady in Q2 2026 at 3,243 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #396.

Rossby Financial first reported a position in IQSU in Q1 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold IQSU as of Q2 2026.

  • Rossby Financial held 3,243 shares of NYLIM Candriam U.S. Large Cap Equity ETF worth $203K as of Q2 2026.
  • Rossby Financial left its NYLIM Candriam U.S. Large Cap Equity ETF share count unchanged in Q2 2026.
  • NYLIM Candriam U.S. Large Cap Equity ETF made up 0.04% of Rossby Financial's portfolio in Q2 2026, its #396 holding.
  • Rossby Financial first reported a position in NYLIM Candriam U.S. Large Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held NYLIM Candriam U.S. Large Cap Equity ETF as of Q2 2026.

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