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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Founders Financial Alliance's IWB Position: Q1 2026 in Review

Founders Financial Alliance increased its iShares Russell 1000 ETF (IWB) stake by 6.2% in Q1 2026, buying an estimated $25.3K and bringing the position to 1,168 shares worth $416K. The position accounts for 0.08% of the portfolio, ranked #237.

Founders Financial Alliance first reported a position in IWB in Q3 2020 and has held it in 23 quarters since. The position peaked at $925K in Q1 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Founders Financial Alliance held 1,168 shares of iShares Russell 1000 ETF worth $416K as of Q1 2026.
  • Founders Financial Alliance bought 68 iShares Russell 1000 ETF shares in Q1 2026, an estimated $25.3K.
  • iShares Russell 1000 ETF made up 0.08% of Founders Financial Alliance's portfolio in Q1 2026, its #237 holding.
  • Founders Financial Alliance first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 23 quarters since.
  • Founders Financial Alliance's iShares Russell 1000 ETF position peaked at $925K in Q1 2024.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.