Rothschild Investment LLC’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$107K | 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 | +$15.8K | ﹤0.01% | 913 |
|