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

Founders Financial Securities’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 Q1	–	Sell	-30,995	Closed	-$6.19M	–	563
2025 Q4	$6.19M	Buy	30,995 +1,045	+3%	+$209K	0.36%	56
2025 Q3	$5.87M	Sell	29,950 -710	-2%	-$130K	0.4%	56
2025 Q2	$5.31M	Buy	30,660 +496	+2%	+$75.2K	0.4%	59
2025 Q1	$4.29M	Sell	30,164 -574	-2%	-$89.4K	0.36%	60
2024 Q4	$4.9M	Sell	30,738 -9	-0%	-$1.42K	0.44%	48
2024 Q3	$4.66M	Sell	30,747 -238	-0.8%	-$35K	0.43%	54
2024 Q2	$4.66M	Buy	30,985 +928	+3%	+$128K	0.44%	51
2024 Q1	$4.06M	Sell	30,057 -1,195	-4%	-$156K	0.43%	53
2023 Q4	$3.84M	Buy	+31,252	New	+$3.54M	0.43%	52

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Founders Financial Securities sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 30,995 shares — an estimated $6.19M sold.

Founders Financial Securities first reported a position in IYW in Q4 2023 and held it in 9 quarters. The position peaked at $6.19M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Founders Financial Securities reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
Founders Financial Securities sold 30,995 iShares US Technology ETF shares in Q1 2026, an estimated $6.19M.
Founders Financial Securities first reported a position in iShares US Technology ETF in Q4 2023 and held it in 9 quarters.
Founders Financial Securities's iShares US Technology ETF position peaked at $6.19M in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

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