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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
Q2 		$1.12M Sell
6,142
-62
-1% -$10.9K 0.06% 287
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Founders Financial Securities reduced its iShares Dow Jones US ETF (IYY) stake by 1% in Q2 2026, selling an estimated $10.9K and leaving 6,142 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #287.

Founders Financial Securities first reported a position in IYY in Q4 2013 and has held it in 20 quarters since. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Founders Financial Securities held 6,142 shares of iShares Dow Jones US ETF worth $1.12M as of Q2 2026.
  • Founders Financial Securities sold 62 iShares Dow Jones US ETF shares in Q2 2026, an estimated $10.9K.
  • iShares Dow Jones US ETF made up 0.06% of Founders Financial Securities's portfolio in Q2 2026, its #287 holding.
  • Founders Financial Securities first reported a position in iShares Dow Jones US ETF in Q4 2013 and has held it in 20 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

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