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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

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 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. 150 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.
  • 150 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.