Rothschild Investment LLC’s iShares US Financial Services ETF IYG Stock Holding History

Rothschild Investment LLC’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$161K	Buy	1,777 +1	+0.1%	+$88	0.01%	920
2026 Q1	$147K	Buy	1,776 +1	+0.1%	+$88	0.01%	768
2025 Q4	$164K	Hold	1,775	–	–	0.01%	687
2025 Q3	$159K	Buy	1,775 +1	+0.1%	+$88	0.01%	672
2025 Q2	$152K	Hold	1,774	–	–	0.01%	565
2025 Q1	$139K	Hold	1,774	–	–	0.01%	571
2024 Q4	$138K	Hold	1,774	–	–	0.01%	580
2024 Q3	$126K	Buy	1,774 +1,510	+572%	+$104K	0.01%	603
2024 Q2	$17.2K	Hold	264	–	–	﹤0.01%	996
2024 Q1	$17.5K	Hold	264	–	–	﹤0.01%	952
2023 Q4	$15.8K	Buy	+264	New	+$14.2K	﹤0.01%	913

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Rothschild Investment LLC increased its iShares US Financial Services ETF (IYG) stake by 0.06% in Q2 2026, buying an estimated $88 and bringing the position to 1,777 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #920.

Rothschild Investment LLC first reported a position in IYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $164K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Rothschild Investment LLC held 1,777 shares of iShares US Financial Services ETF worth $161K as of Q2 2026.
Rothschild Investment LLC bought 1 iShares US Financial Services ETF share in Q2 2026, an estimated $88.
iShares US Financial Services ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #920 holding.
Rothschild Investment LLC first reported a position in iShares US Financial Services ETF in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's iShares US Financial Services ETF position peaked at $164K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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