Founders Financial Securities’s iShares US Consumer Staples ETF IYK Stock Holding History

Founders Financial Securities’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,945	Closed	-$331K	–	562
2025 Q4	$331K	Buy	+4,945	New	+$336K	0.02%	457
2025 Q3	–	Sell	-5,049	Closed	-$356K	–	507
2025 Q2	$356K	Sell	5,049 -1,506	-23%	-$106K	0.03%	390
2025 Q1	$459K	Buy	+6,555	New	+$445K	0.04%	327
2024 Q3	–	Sell	-4,785	Closed	-$315K	–	454
2024 Q2	$315K	Buy	+4,785	New	+$318K	0.03%	338

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Founders Financial Securities's IYK Position: Q1 2026 in Review

Founders Financial Securities sold out of iShares US Consumer Staples ETF (IYK) in Q1 2026, closing a stake of 4,945 shares — an estimated $331K sold.

Founders Financial Securities first reported a position in IYK in Q2 2024 and held it in 4 quarters. The position peaked at $459K in Q1 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Founders Financial Securities reported no remaining iShares US Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
Founders Financial Securities sold 4,945 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $331K.
Founders Financial Securities first reported a position in iShares US Consumer Staples ETF in Q2 2024 and held it in 4 quarters.
Founders Financial Securities's iShares US Consumer Staples ETF position peaked at $459K in Q1 2025.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.