FFA
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Founders Financial Alliance’s iShares US Financial Services ETF IYG Stock Holding History

Founders Financial Alliance’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 		$198K Sell
2,192
-101
-4% -$8.86K 0.03% 438
2026
Q1 		$190K Buy
2,293
+1,691
+281% +$148K 0.03% 391
2025
Q4 		$55.5K Sell
602
-1,680
-74% -$150K 0.01% 423
2025
Q3 		$205K Buy
2,282
+1,683
+281% +$148K 0.04% 375
2025
Q2 		$51.3K Sell
599
-1,674
-74% -$133K 0.01% 385
2025
Q1 		$179K Buy
2,273
+5
+0.2% +$403 0.04% 347
2024
Q4 		$176K Buy
2,268
+6
+0.3% +$463 0.05% 292
2024
Q3 		$161K Buy
2,262
+5
+0.2% +$344 0.04% 300
2024
Q2 		$147K Buy
2,257
+6
+0.3% +$390 0.04% 293
2024
Q1 		$149K Sell
2,251
-80
-3% -$4.97K 0.04% 293
2023
Q4 		$139K Buy
2,331
+18
+0.8% +$969 0.05% 270
2023
Q3 		$119K Hold
2,313
– – 0.05% 260
2023
Q2 		$122K Sell
2,313
-111
-5% -$5.63K 0.05% 280
2023
Q1 		$125K Sell
2,424
-585
-19% -$31.9K 0.06% 236
2022
Q4 		$158K Buy
3,009
+21
+0.7% +$1.1K 0.07% 236
2022
Q3 		$141K Buy
2,988
+1,509
+102% +$79.2K 0.07% 234
2022
Q2 		$73K Sell
1,479
-1,605
-52% -$87K 0.04% 292
2022
Q1 		$185K Buy
3,084
+720
+30% +$45.4K 0.08% 219
2021
Q4 		$152K Buy
2,364
+267
+13% +$17.4K 0.06% 268
2021
Q3 		$131K Buy
2,097
+501
+31% +$31.4K 0.06% 255
2021
Q2 		$99K Buy
1,596
+150
+10% +$9.16K 0.05% 296
2021
Q1 		$83K Buy
1,446
+30
+2% +$1.62K 0.04% 288
2020
Q4 		$71K Hold
1,416
– – 0.04% 270
2020
Q3 		$58K Buy
+1,416
New +$58.4K 0.03% 351

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Founders Financial Alliance's IYG Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares US Financial Services ETF (IYG) stake by 4.4% in Q2 2026, selling an estimated $8.86K and leaving 2,192 shares worth $198K. The position accounts for 0.03% of the portfolio, ranked #438.

Founders Financial Alliance first reported a position in IYG in Q3 2020 and has held it in 24 quarters since. The position peaked at $205K in Q3 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Founders Financial Alliance held 2,192 shares of iShares US Financial Services ETF worth $198K as of Q2 2026.
  • Founders Financial Alliance sold 101 iShares US Financial Services ETF shares in Q2 2026, an estimated $8.86K.
  • iShares US Financial Services ETF made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #438 holding.
  • Founders Financial Alliance first reported a position in iShares US Financial Services ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares US Financial Services ETF position peaked at $205K in Q3 2025.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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