Founders Financial Alliance’s iShares US Financials ETF IYF Stock Holding History

Founders Financial Alliance’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	$3.83K	Sell	30 -20	-40%	-$2.48K	﹤0.01%	741
2026 Q1	$5.88K	Hold	50	–	–	﹤0.01%	670
2025 Q4	$6.45K	Hold	50	–	–	﹤0.01%	539
2025 Q3	$6.33K	Hold	50	–	–	﹤0.01%	636
2025 Q2	$6.05K	Hold	50	–	–	﹤0.01%	483
2025 Q1	$5.64K	Hold	50	–	–	﹤0.01%	555
2024 Q4	$5.53K	Hold	50	–	–	﹤0.01%	516
2024 Q3	$5.2K	Hold	50	–	–	﹤0.01%	527
2024 Q2	$4.73K	Hold	50	–	–	﹤0.01%	513
2024 Q1	$4.78K	Buy	50 +20	+67%	+$1.78K	﹤0.01%	518
2023 Q4	$2.56K	Hold	30	–	–	﹤0.01%	475
2023 Q3	$2.24K	Hold	30	–	–	﹤0.01%	459
2023 Q2	$2.24K	Hold	30	–	–	﹤0.01%	492
2023 Q1	$2.13K	Hold	30	–	–	﹤0.01%	440
2022 Q4	$2.26K	Sell	30 -778	-96%	-$58.3K	﹤0.01%	467
2022 Q3	$55K	Sell	808 -4,822	-86%	-$355K	0.03%	307
2022 Q2	$394K	Buy	5,630 +4,822	+597%	+$368K	0.2%	111
2022 Q1	$68K	Hold	808	–	–	0.03%	293
2021 Q4	$70K	Hold	808	–	–	0.03%	330
2021 Q3	$66K	Hold	808	–	–	0.03%	307
2021 Q2	$65K	Hold	808	–	–	0.03%	328
2021 Q1	$66K	Buy	808 +30	+4%	+$2.13K	0.03%	308
2020 Q4	$52K	Hold	778	–	–	0.03%	292
2020 Q3	$46K	Buy	+778	New	+$44.6K	0.03%	398

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 Financial Alliance's IYF Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares US Financials ETF (IYF) stake by 40% in Q2 2026, selling an estimated $2.48K and leaving 30 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Founders Financial Alliance first reported a position in IYF in Q3 2020 and has held it in 24 quarters since. The position peaked at $394K in Q2 2022. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Founders Financial Alliance held 30 shares of iShares US Financials ETF worth $3.83K as of Q2 2026.
Founders Financial Alliance sold 20 iShares US Financials ETF shares in Q2 2026, an estimated $2.48K.
iShares US Financials ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #741 holding.
Founders Financial Alliance first reported a position in iShares US Financials ETF in Q3 2020 and has held it in 24 quarters since.
Founders Financial Alliance's iShares US Financials ETF position peaked at $394K in Q2 2022.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.