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Founders Financial Alliance’s iShares US Technology ETF IYW Stock Holding History

Founders Financial Alliance’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 		$650K Buy
2,575
+1,128
+78% +$259K 0.09% 207
2026
Q1 		$263K Buy
1,447
+574
+66% +$111K 0.05% 328
2025
Q4 		$174K Sell
873
-903
-51% -$181K 0.03% 358
2025
Q3 		$348K Buy
1,776
+715
+67% +$131K 0.07% 265
2025
Q2 		$184K Sell
1,061
-564
-35% -$85.5K 0.04% 327
2025
Q1 		$228K Sell
1,625
-18
-1% -$2.8K 0.06% 308
2024
Q4 		$262K Hold
1,643
– – 0.07% 236
2024
Q3 		$249K Sell
1,643
-25
-1% -$3.68K 0.07% 248
2024
Q2 		$251K Sell
1,668
-221
-12% -$30.5K 0.07% 235
2024
Q1 		$255K Sell
1,889
-34
-2% -$4.43K 0.08% 223
2023
Q4 		$236K Sell
1,923
-9
-0.5% -$1.02K 0.09% 216
2023
Q3 		$203K Sell
1,932
-812
-30% -$88.3K 0.09% 224
2023
Q2 		$299K Buy
2,744
+807
+42% +$79.3K 0.12% 190
2023
Q1 		$179K Sell
1,937
-384
-17% -$32.2K 0.09% 210
2022
Q4 		$173K Buy
2,321
+193
+9% +$14.8K 0.08% 233
2022
Q3 		$156K Buy
2,128
+296
+16% +$25.1K 0.08% 228
2022
Q2 		$146K Sell
1,832
-369
-17% -$32.7K 0.07% 230
2022
Q1 		$227K Buy
2,201
+260
+13% +$26.5K 0.1% 192
2021
Q4 		$223K Buy
1,941
+166
+9% +$18.4K 0.09% 231
2021
Q3 		$180K Sell
1,775
-177
-9% -$18.5K 0.08% 229
2021
Q2 		$194K Hold
1,952
– – 0.09% 238
2021
Q1 		$170K Buy
1,952
+1,032
+112% +$90.4K 0.08% 233
2020
Q4 		$79K Sell
920
-56
-6% -$4.47K 0.04% 261
2020
Q3 		$74K Buy
+976
New +$71.3K 0.04% 314

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Founders Financial Alliance increased its iShares US Technology ETF (IYW) stake by 78% in Q2 2026, buying an estimated $259K and bringing the position to 2,575 shares worth $650K. The position accounts for 0.09% of the portfolio, ranked #207.

Founders Financial Alliance first reported a position in IYW in Q3 2020 and has held it in 24 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Founders Financial Alliance held 2,575 shares of iShares US Technology ETF worth $650K as of Q2 2026.
  • Founders Financial Alliance bought 1,128 iShares US Technology ETF shares in Q2 2026, an estimated $259K.
  • iShares US Technology ETF made up 0.09% of Founders Financial Alliance's portfolio in Q2 2026, its #207 holding.
  • Founders Financial Alliance first reported a position in iShares US Technology ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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