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Founders Financial Alliance’s iShares Russell 2000 ETF IWM Stock Holding History

Founders Financial Alliance’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$318K Buy
1,058
+544
+106% +$153K 0.04% 331
2026
Q1 		$127K Buy
514
+141
+38% +$36.4K 0.02% 433
2025
Q4 		$91.8K Sell
373
-143
-28% -$35.2K 0.02% 397
2025
Q3 		$125K Buy
516
+139
+37% +$31.9K 0.02% 419
2025
Q2 		$81.4K Sell
377
-27
-7% -$5.43K 0.02% 362
2025
Q1 		$80.6K Buy
404
+94
+30% +$20.4K 0.02% 400
2024
Q4 		$68.4K Sell
310
-6
-2% -$1.37K 0.02% 359
2024
Q3 		$69.9K Buy
316
+94
+42% +$20.1K 0.02% 364
2024
Q2 		$45K Sell
222
-192
-46% -$38.8K 0.01% 381
2024
Q1 		$87.1K Buy
414
+123
+42% +$24.5K 0.03% 338
2023
Q4 		$58.4K Buy
291
+75
+35% +$13.4K 0.02% 329
2023
Q3 		$38.2K Sell
216
-57
-21% -$10.7K 0.02% 338
2023
Q2 		$51.1K Buy
273
+91
+50% +$16.2K 0.02% 341
2023
Q1 		$32.5K Sell
182
-67
-27% -$12.3K 0.02% 336
2022
Q4 		$43.4K Hold
249
– – 0.02% 339
2022
Q3 		$41K Sell
249
-96
-28% -$17.5K 0.02% 336
2022
Q2 		$58K Buy
345
+86
+33% +$15.9K 0.03% 317
2022
Q1 		$53K Hold
259
– – 0.02% 319
2021
Q4 		$58K Hold
259
– – 0.02% 350
2021
Q3 		$57K Sell
259
-200
-44% -$44.3K 0.03% 323
2021
Q2 		$105K Buy
459
+193
+73% +$43.4K 0.05% 289
2021
Q1 		$57K Sell
266
-224
-46% -$48.9K 0.03% 322
2020
Q4 		$97K Buy
490
+59
+14% +$10.3K 0.05% 244
2020
Q3 		$64K Buy
+431
New +$64.8K 0.04% 333

Other funds holding IWM

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Founders Financial Alliance increased its iShares Russell 2000 ETF (IWM) stake by 106% in Q2 2026, buying an estimated $153K and bringing the position to 1,058 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #331.

Founders Financial Alliance first reported a position in IWM in Q3 2020 and has held it in 24 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Founders Financial Alliance held 1,058 shares of iShares Russell 2000 ETF worth $318K as of Q2 2026.
  • Founders Financial Alliance bought 544 iShares Russell 2000 ETF shares in Q2 2026, an estimated $153K.
  • iShares Russell 2000 ETF made up 0.04% of Founders Financial Alliance's portfolio in Q2 2026, its #331 holding.
  • Founders Financial Alliance first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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