Founders Capital Management (Texas)’s iShares US Technology ETF IYW Stock Holding History

Founders Capital Management (Texas)’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$124K	Hold	490	–	–	0.05%	85
2026 Q1	$88.9K	Sell	490 -144	-23%	-$27.8K	0.04%	96
2025 Q4	$127K	Hold	634	–	–	0.07%	74
2025 Q3	$124K	Hold	634	–	–	0.07%	72
2025 Q2	$110K	Sell	634 -220	-26%	-$33.3K	0.07%	75
2025 Q1	$120K	Sell	854 -95	-10%	-$14.8K	0.08%	66
2024 Q4	$151K	Hold	949	–	–	0.1%	60
2024 Q3	$144K	Hold	949	–	–	0.09%	65
2024 Q2	$143K	Hold	949	–	–	0.09%	60
2024 Q1	$128K	Hold	949	–	–	0.09%	65
2023 Q4	$116K	Buy	949 +334	+54%	+$37.8K	0.08%	74
2023 Q3	$64.5K	Hold	615	–	–	0.05%	111
2023 Q2	$67K	Buy	615 +315	+105%	+$30.9K	0.05%	117
2023 Q1	$28K	Hold	300	–	–	0.02%	194
2022 Q4	$22K	Hold	300	–	–	0.02%	214
2022 Q3	$22K	Hold	300	–	–	0.02%	207
2022 Q2	$24K	Sell	300 -300	-50%	-$26.6K	0.02%	209
2022 Q1	$69K	Hold	600	–	–	0.04%	105
2021 Q4	$69K	Hold	600	–	–	0.04%	105
2021 Q3	$61K	Hold	600	–	–	0.04%	110
2021 Q2	$60K	Hold	600	–	–	0.04%	110
2021 Q1	$53K	Hold	600	–	–	0.04%	108
2020 Q4	$51K	Buy	+600	New	+$47.9K	0.04%	102
2020 Q1	$31K	Hold	600	–	–	0.03%	124
2019 Q4	$35K	Hold	600	–	–	0.03%	134
2019 Q3	$31K	Hold	600	–	–	0.02%	146
2019 Q2	$30K	Hold	600	–	–	0.03%	155
2019 Q1	$29K	Hold	600	–	–	0.03%	155
2018 Q4	$24K	Hold	600	–	–	0.03%	159
2018 Q3	$29K	Hold	600	–	–	0.02%	153
2018 Q2	$27K	Hold	600	–	–	0.02%	158
2018 Q1	$25K	Hold	600	–	–	0.02%	194
2017 Q4	$24K	Hold	600	–	–	0.02%	199
2017 Q3	$22K	Hold	600	–	–	0.02%	197
2017 Q2	$21K	Hold	600	–	–	0.02%	199
2017 Q1	$20K	Buy	+600	New	+$19.5K	0.02%	209

Other funds holding IYW

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

PCH

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Founders Capital Management (Texas) held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 490 shares worth $124K. The position accounts for 0.05% of the portfolio, ranked #85.

Founders Capital Management (Texas) first reported a position in IYW in Q1 2017 and has held it in 36 quarters since. The position peaked at $151K in Q4 2024. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Founders Capital Management (Texas) held 490 shares of iShares US Technology ETF worth $124K as of Q2 2026.
Founders Capital Management (Texas) left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.05% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #85 holding.
Founders Capital Management (Texas) first reported a position in iShares US Technology ETF in Q1 2017 and has held it in 36 quarters since.
Founders Capital Management (Texas)'s iShares US Technology ETF position peaked at $151K in Q4 2024.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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