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

Founders Financial Alliance’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.51K Hold
14
– – ﹤0.01% 722
2026
Q1 		$4.39K Hold
14
– – ﹤0.01% 688
2025
Q4 		$4.52K Sell
14
-82
-85% -$26.7K ﹤0.01% 554
2025
Q3 		$30.7K Buy
96
+20
+26% +$6.03K 0.01% 534
2025
Q2 		$21.7K Buy
76
+22
+41% +$5.79K ﹤0.01% 431
2025
Q1 		$13.8K Hold
54
– – ﹤0.01% 514
2024
Q4 		$15.5K Buy
54
+15
+38% +$4.44K ﹤0.01% 455
2024
Q3 		$11.1K Buy
39
+16
+70% +$4.38K ﹤0.01% 488
2024
Q2 		$6.04K Hold
23
– – ﹤0.01% 502
2024
Q1 		$6.23K Hold
23
– – ﹤0.01% 507
2023
Q4 		$5.8K Hold
23
– – ﹤0.01% 461
2023
Q3 		$5.16K Hold
23
– – ﹤0.01% 445
2023
Q2 		$5.58K Hold
23
– – ﹤0.01% 469
2023
Q1 		$5.22K Hold
23
– – ﹤0.01% 422
2022
Q4 		$4.93K Hold
23
– – ﹤0.01% 445
2022
Q3 		$5K Sell
23
-152
-87% -$34.2K ﹤0.01% 440
2022
Q2 		$36K Buy
175
+152
+661% +$33.9K 0.02% 366
2022
Q1 		$6K Hold
23
– – ﹤0.01% 409
2021
Q4 		$7K Hold
23
– – ﹤0.01% 445
2021
Q3 		$7K Hold
23
– – ﹤0.01% 417
2021
Q2 		$7K Hold
23
– – ﹤0.01% 438
2021
Q1 		$6K Hold
23
– – ﹤0.01% 424
2020
Q4 		$6K Hold
23
– – ﹤0.01% 384
2020
Q3 		$5K Buy
+23
New +$5.03K ﹤0.01% 978

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Founders Financial Alliance held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 14 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Founders Financial Alliance first reported a position in IWO in Q3 2020 and has held it in 24 quarters since. The position peaked at $36K in Q2 2022. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Founders Financial Alliance held 14 shares of iShares Russell 2000 Growth ETF worth $5.51K as of Q2 2026.
  • Founders Financial Alliance left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #722 holding.
  • Founders Financial Alliance first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares Russell 2000 Growth ETF position peaked at $36K in Q2 2022.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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