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

Founders Financial Securities’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 		$2.11M Sell
16,573
-14
-0.1% -$1.74K 0.11% 182
2026
Q1 		$2.04M Sell
16,587
-885
-5% -$110K 0.12% 173
2025
Q4 		$2.25M Buy
17,472
+755
+5% +$94.5K 0.13% 151
2025
Q3 		$2.12M Sell
16,717
-629
-4% -$77.8K 0.14% 141
2025
Q2 		$2.1M Sell
17,346
-726
-4% -$81.8K 0.16% 124
2025
Q1 		$1.98M Buy
18,072
+418
+2% +$47.9K 0.17% 124
2024
Q4 		$1.95M Sell
17,654
-541
-3% -$60.2K 0.18% 112
2024
Q3 		$1.89M Sell
18,195
-985
-5% -$98.8K 0.17% 113
2024
Q2 		$1.81M Buy
19,180
+755
+4% +$70.7K 0.17% 115
2024
Q1 		$1.76M Buy
18,425
+71
+0.4% +$6.32K 0.18% 108
2023
Q4 		$1.57M Buy
18,354
+297
+2% +$23.2K 0.17% 110
2023
Q3 		$1.35M Sell
18,057
-377
-2% -$29.1K 0.17% 108
2023
Q2 		$1.38M Buy
18,434
+1,252
+7% +$90.3K 0.18% 106
2023
Q1 		$1.22M Buy
17,182
+73
+0.4% +$5.61K 0.18% 114
2022
Q4 		$1.29M Sell
17,109
-32
-0.2% -$2.4K 0.2% 107
2022
Q3 		$1.16M Buy
17,141
+12,319
+255% +$907K 0.2% 103
2022
Q2 		$337K Buy
+4,822
New +$368K 0.07% 189

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Founders Financial Securities's IYF Position: Q2 2026 in Review

Founders Financial Securities reduced its iShares US Financials ETF (IYF) stake by 0.08% in Q2 2026, selling an estimated $1.74K and leaving 16,573 shares worth $2.11M. The position accounts for 0.11% of the portfolio, ranked #182.

Founders Financial Securities first reported a position in IYF in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.25M in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Founders Financial Securities held 16,573 shares of iShares US Financials ETF worth $2.11M as of Q2 2026.
  • Founders Financial Securities sold 14 iShares US Financials ETF shares in Q2 2026, an estimated $1.74K.
  • iShares US Financials ETF made up 0.11% of Founders Financial Securities's portfolio in Q2 2026, its #182 holding.
  • Founders Financial Securities first reported a position in iShares US Financials ETF in Q2 2022 and has held it in 17 quarters since.
  • Founders Financial Securities's iShares US Financials ETF position peaked at $2.25M in Q4 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.