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Founders Financial Alliance’s iShares Russell 1000 ETF IWB Stock Holding History

Founders Financial Alliance’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$240K Sell
586
-582
-50% -$231K 0.03% 394
2026
Q1 		$416K Buy
1,168
+68
+6% +$25.3K 0.08% 237
2025
Q4 		$411K Sell
1,100
-69
-6% -$25.6K 0.08% 224
2025
Q3 		$427K Sell
1,169
-387
-25% -$136K 0.08% 227
2025
Q2 		$528K Sell
1,556
-72
-4% -$22.6K 0.12% 167
2025
Q1 		$499K Sell
1,628
-4
-0.2% -$1.29K 0.12% 173
2024
Q4 		$526K Hold
1,632
– – 0.14% 139
2024
Q3 		$513K Sell
1,632
-152
-9% -$46K 0.14% 145
2024
Q2 		$531K Sell
1,784
-1,427
-44% -$410K 0.16% 127
2024
Q1 		$925K Buy
3,211
+2,336
+267% +$640K 0.28% 82
2023
Q4 		$229K Sell
875
-5
-0.6% -$1.22K 0.09% 224
2023
Q3 		$207K Sell
880
-158
-15% -$38.7K 0.09% 219
2023
Q2 		$253K Buy
1,038
+154
+17% +$35.5K 0.1% 215
2023
Q1 		$199K Hold
884
– – 0.1% 201
2022
Q4 		$186K Sell
884
-2
-0.2% -$423 0.09% 226
2022
Q3 		$175K Buy
886
+68
+8% +$14.9K 0.09% 216
2022
Q2 		$170K Sell
818
-68
-8% -$15.4K 0.09% 219
2022
Q1 		$222K Hold
886
– – 0.1% 196
2021
Q4 		$234K Sell
886
-20
-2% -$5.15K 0.09% 222
2021
Q3 		$219K Sell
906
-24
-3% -$5.97K 0.1% 207
2021
Q2 		$225K Sell
930
-21
-2% -$4.95K 0.1% 213
2021
Q1 		$220K Sell
951
-109
-10% -$23.9K 0.11% 209
2020
Q4 		$223K Buy
1,060
+109
+11% +$21.8K 0.13% 181
2020
Q3 		$177K Buy
+951
New +$176K 0.11% 177

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Founders Financial Alliance's IWB Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares Russell 1000 ETF (IWB) stake by 50% in Q2 2026, selling an estimated $231K and leaving 586 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #394.

Founders Financial Alliance first reported a position in IWB in Q3 2020 and has held it in 24 quarters since. The position peaked at $925K in Q1 2024. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Founders Financial Alliance held 586 shares of iShares Russell 1000 ETF worth $240K as of Q2 2026.
  • Founders Financial Alliance sold 582 iShares Russell 1000 ETF shares in Q2 2026, an estimated $231K.
  • iShares Russell 1000 ETF made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #394 holding.
  • Founders Financial Alliance first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares Russell 1000 ETF position peaked at $925K in Q1 2024.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.