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Founders Financial Securities’s iShares Dow Jones US ETF IYY Stock Holding History

Founders Financial Securities’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.03M Buy
6,204
+2
+0% +$331 0.06% 285
2025
Q4 		$1.03M Sell
6,202
-57
-0.9% -$9.38K 0.06% 275
2025
Q3 		$1.02M Sell
6,259
-79
-1% -$12.4K 0.07% 249
2025
Q2 		$956K Buy
6,338
+137
+2% +$19.1K 0.07% 242
2025
Q1 		$833K Sell
6,201
-34
-0.5% -$4.88K 0.07% 250
2024
Q4 		$892K Buy
6,235
+2
+0% +$288 0.08% 197
2024
Q3 		$870K Buy
6,233
+27
+0.4% +$3.63K 0.08% 197
2024
Q2 		$821K Sell
6,206
-667
-10% -$85.1K 0.08% 208
2024
Q1 		$880K Buy
6,873
+267
+4% +$32.5K 0.09% 182
2023
Q4 		$770K Buy
6,606
+12
+0.2% +$1.3K 0.09% 195
2023
Q3 		$689K Sell
6,594
-3
-0% -$326 0.09% 174
2023
Q2 		$715K Buy
6,597
+935
+17% +$95.6K 0.09% 171
2023
Q1 		$567K Buy
5,662
+617
+12% +$60.3K 0.08% 190
2022
Q4 		$471K Buy
5,045
+35
+0.7% +$3.29K 0.07% 198
2022
Q3 		$439K Buy
+5,010
New +$488K 0.08% 187
2015
Q3 		– Sell
-6,522
Closed -$340K – 75
2015
Q2 		$340K Buy
+6,522
New +$347K 0.17% 42
2014
Q4 		– Sell
-5,556
Closed -$275K – 85
2014
Q3 		$275K Buy
5,556
+156
+3% +$7.78K 0.18% 46
2014
Q2 		$268K Buy
+5,400
New +$260K 0.18% 50
2014
Q1 		– Sell
-5,860
Closed -$273K – 75
2013
Q4 		$273K Buy
+5,860
New +$262K 0.23% 52

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Founders Financial Securities increased its iShares Dow Jones US ETF (IYY) stake by 0.03% in Q1 2026, buying an estimated $331 and bringing the position to 6,204 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #285.

Founders Financial Securities first reported a position in IYY in Q4 2013 and has held it in 19 quarters since. The position peaked at $1.03M in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Founders Financial Securities held 6,204 shares of iShares Dow Jones US ETF worth $1.03M as of Q1 2026.
  • Founders Financial Securities bought 2 iShares Dow Jones US ETF shares in Q1 2026, an estimated $331.
  • iShares Dow Jones US ETF made up 0.06% of Founders Financial Securities's portfolio in Q1 2026, its #285 holding.
  • Founders Financial Securities first reported a position in iShares Dow Jones US ETF in Q4 2013 and has held it in 19 quarters since.
  • Founders Financial Securities's iShares Dow Jones US ETF position peaked at $1.03M in Q4 2025.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

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