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

Founders Financial Alliance’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.77M Sell
11,436
-48
-0.4% -$11.2K 0.37% 65
2026
Q1 		$2.45M Buy
11,484
+490
+4% +$107K 0.44% 47
2025
Q4 		$2.31M Sell
10,994
-762
-6% -$157K 0.44% 49
2025
Q3 		$2.39M Sell
11,756
-1,002
-8% -$199K 0.45% 49
2025
Q2 		$2.48M Sell
12,758
-763
-6% -$141K 0.56% 41
2025
Q1 		$2.54M Sell
13,521
-625
-4% -$119K 0.62% 36
2024
Q4 		$2.62M Sell
14,146
-30
-0.2% -$5.75K 0.72% 28
2024
Q3 		$2.69M Sell
14,176
-11
-0.1% -$2K 0.75% 27
2024
Q2 		$2.48M Sell
14,187
-197
-1% -$34.4K 0.73% 28
2024
Q1 		$2.58M Buy
14,384
+7
+0% +$1.18K 0.77% 29
2023
Q4 		$2.38M Sell
14,377
-209
-1% -$32.3K 0.92% 22
2023
Q3 		$2.21M Hold
14,586
– – 0.97% 25
2023
Q2 		$2.3M Buy
14,586
+36
+0.2% +$5.5K 0.91% 22
2023
Q1 		$2.22M Buy
14,550
+32
+0.2% +$4.94K 1.11% 21
2022
Q4 		$2.2M Buy
14,518
+8
+0.1% +$1.2K 1.01% 21
2022
Q3 		$1.97M Buy
14,510
+227
+2% +$34.1K 1% 18
2022
Q2 		$2.07M Sell
14,283
-239
-2% -$37.4K 1.05% 17
2022
Q1 		$2.41M Sell
14,522
-19
-0.1% -$3.12K 1.07% 15
2021
Q4 		$2.44M Sell
14,541
-536
-4% -$87.8K 0.98% 15
2021
Q3 		$2.36M Sell
15,077
-16
-0.1% -$2.56K 1.1% 14
2021
Q2 		$2.39M Buy
15,093
+61
+0.4% +$9.66K 1.09% 14
2021
Q1 		$2.37M Buy
15,032
+334
+2% +$48.3K 1.17% 15
2020
Q4 		$2.01M Sell
14,698
-46
-0.3% -$5.9K 1.14% 14
2020
Q3 		$1.74M Buy
+14,744
New +$1.75M 1.04% 16

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Founders Financial Alliance reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.42% in Q2 2026, selling an estimated $11.2K and leaving 11,436 shares worth $2.77M. The position accounts for 0.37% of the portfolio, ranked #65.

Founders Financial Alliance first reported a position in IWD in Q3 2020 and has held it in 24 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Founders Financial Alliance held 11,436 shares of iShares Russell 1000 Value ETF worth $2.77M as of Q2 2026.
  • Founders Financial Alliance sold 48 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $11.2K.
  • iShares Russell 1000 Value ETF made up 0.37% of Founders Financial Alliance's portfolio in Q2 2026, its #65 holding.
  • Founders Financial Alliance first reported a position in iShares Russell 1000 Value ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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