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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Founders Financial Alliance increased its iShares Russell 2000 ETF (IWM) stake by 38% in Q1 2026, buying an estimated $36.4K and bringing the position to 514 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #433.

Founders Financial Alliance first reported a position in IWM in Q3 2020 and has held it in 23 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Founders Financial Alliance held 514 shares of iShares Russell 2000 ETF worth $127K as of Q1 2026.
  • Founders Financial Alliance bought 141 iShares Russell 2000 ETF shares in Q1 2026, an estimated $36.4K.
  • iShares Russell 2000 ETF made up 0.02% of Founders Financial Alliance's portfolio in Q1 2026, its #433 holding.
  • Founders Financial Alliance first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 23 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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