EWP ISHARES

Ownership history in FOUNDERS FINANCIAL SECURITIES LLC  ·  8 quarters on record

AI Ownership Summary

FOUNDERS FINANCIAL SECURITIES LLC reported ISHARES (EWP) in 8 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.22% in 2026 Q1. The latest visible filing shows EWP at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EWP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FOUNDERS FINANCIAL SECURITIES LLC's position in ISHARES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EWP was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FOUNDERS FINANCIAL SECURITIES LLC held EWP — position size vs. price
% of Fund (quarterly)    EWP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 62,823 -2,289 -3.5% 0.22% $3.6M 2026-04-16 $57.37
2025 Q4 ADDED 65,112 +2,193 +3.5% 0.21% $3.5M 2026-02-10 $57.11
2025 Q3 ADDED 62,919 +71 +0.1% 0.21% $3.1M 2025-10-15 $48.28
2025 Q2 REDUCED 62,848 -3,776 -5.7% 0.21% $2.8M 2025-08-06 $45.53
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FOUNDERS FINANCIAL SECURITIES LLC and EWP

These are the practical questions this page is built to answer before you even open the full history table.

How long has FOUNDERS FINANCIAL SECURITIES LLC reported owning EWP?

FOUNDERS FINANCIAL SECURITIES LLC reported EWP across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported EWP position in FOUNDERS FINANCIAL SECURITIES LLC's portfolio?

The largest reported portfolio weight for EWP was 0.22% in 2026 Q1.

What is the latest reported EWP position on this page?

The most recent filing on this page is 2026 Q1, when FOUNDERS FINANCIAL SECURITIES LLC reported 62,823 shares, equal to 0.22% of portfolio, with an estimated market value of $3.6M.

What does the chart on this EWP ownership page compare?

The chart compares FOUNDERS FINANCIAL SECURITIES LLC's quarterly EWP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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