Rothschild Investment LLC’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Hold |
877
| – | – | 0.01% | 631 |
|
|
2025
Q1 | $99K | Hold |
877
| – | – | 0.01% | 632 |
|
|
2024
Q4 | $97K | Sell |
877
-53
| -6% | -$5.86K | 0.01% | 645 |
|
|
2024
Q3 | $96.6K | Buy |
930
+670
| +258% | +$69.6K | 0.01% | 655 |
|
|
2024
Q2 | $24.6K | Hold |
260
| – | – | ﹤0.01% | 924 |
|
|
2024
Q1 | $24.9K | Sell |
260
-116
| -31% | -$11.1K | ﹤0.01% | 878 |
|
|
2023
Q4 | $32.1K | Buy |
+376
| New | +$32.1K | ﹤0.01% | 751 |
|