Founders Capital Management (Texas)’s iShares US Financials ETF IYF Stock Holding History

Founders Capital Management (Texas)’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 Q2	$11.1K	Hold	87	–	–	﹤0.01%	332
2026 Q1	$10.2K	Hold	87	–	–	0.01%	311
2025 Q4	$11.2K	Hold	87	–	–	0.01%	298
2025 Q3	$11K	Hold	87	–	–	0.01%	285
2025 Q2	$10.5K	Hold	87	–	–	0.01%	280
2025 Q1	$9.82K	Hold	87	–	–	0.01%	268
2024 Q4	$9.62K	Hold	87	–	–	0.01%	272
2024 Q3	$9.04K	Hold	87	–	–	0.01%	292
2024 Q2	$8.23K	Hold	87	–	–	0.01%	294
2024 Q1	$8.32K	Hold	87	–	–	0.01%	297
2023 Q4	$7.43K	Hold	87	–	–	0.01%	307
2023 Q3	$6.5K	Buy	+87	New	+$6.71K	0.01%	322

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Founders Capital Management (Texas)'s IYF Position: Q2 2026 in Review

Founders Capital Management (Texas) held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 87 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Founders Capital Management (Texas) first reported a position in IYF in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.2K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Founders Capital Management (Texas) held 87 shares of iShares US Financials ETF worth $11.1K as of Q2 2026.
Founders Capital Management (Texas) left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up ﹤0.01% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #332 holding.
Founders Capital Management (Texas) first reported a position in iShares US Financials ETF in Q3 2023 and has held it in 12 quarters since.
Founders Capital Management (Texas)'s iShares US Financials ETF position peaked at $11.2K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.