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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
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

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