Rothschild Investment LLC’s iShares US Financials ETF IYF Stock Holding History

Rothschild Investment 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 Q2	$112K	Hold	877	–	–	﹤0.01%	1015
2026 Q1	$103K	Hold	877	–	–	0.01%	873
2025 Q4	$113K	Hold	877	–	–	0.01%	774
2025 Q3	$111K	Hold	877	–	–	0.01%	771
2025 Q2	$106K	Hold	877	–	–	0.01%	631
2025 Q1	$99K	Hold	877	–	–	0.01%	632
2024 Q4	$97K	Sell	877 -53	-6%	-$5.9K	0.01%	645
2024 Q3	$96.6K	Buy	930 +670	+258%	+$67.2K	0.01%	655
2024 Q2	$24.6K	Hold	260	–	–	﹤0.01%	924
2024 Q1	$24.9K	Sell	260 -116	-31%	-$10.3K	﹤0.01%	878
2023 Q4	$32.1K	Buy	+376	New	+$29.3K	﹤0.01%	751

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rothschild Investment LLC's IYF Position: Q2 2026 in Review

Rothschild Investment LLC held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 877 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Rothschild Investment LLC first reported a position in IYF in Q4 2023 and has held it in 11 quarters since. The position peaked at $113K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Rothschild Investment LLC held 877 shares of iShares US Financials ETF worth $112K as of Q2 2026.
Rothschild Investment LLC left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1015 holding.
Rothschild Investment LLC first reported a position in iShares US Financials ETF in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's iShares US Financials ETF position peaked at $113K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.