Founders Financial Alliance’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Founders Financial Alliance’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.1K	Hold	308	–	–	0.01%	567
2026 Q1	$39.4K	Buy	+308	New	+$41.7K	0.01%	530
2025 Q4	–	Sell	-307	Closed	-$43.8K	–	670
2025 Q3	$43.8K	Buy	+307	New	+$43.4K	0.01%	509
2025 Q2	–	Sell	-307	Closed	-$36K	–	590
2025 Q1	$36K	Buy	307 +50	+19%	+$6.43K	0.01%	467
2024 Q4	$32.5K	Buy	257 +1	+0.4%	+$127	0.01%	413
2024 Q3	$30.1K	Hold	256	–	–	0.01%	425
2024 Q2	$28.3K	Hold	256	–	–	0.01%	415
2024 Q1	$29.2K	Hold	256	–	–	0.01%	417
2023 Q4	$26.7K	Sell	256 -100	-28%	-$9.48K	0.01%	384
2023 Q3	$32.5K	Hold	356	–	–	0.01%	347
2023 Q2	$34.4K	Buy	356 +28	+9%	+$2.55K	0.01%	372
2023 Q1	$29.4K	Buy	328 +72	+28%	+$6.43K	0.01%	350
2022 Q4	$21.4K	Hold	256	–	–	0.01%	389
2022 Q3	$20K	Sell	256 -592	-70%	-$51K	0.01%	386
2022 Q2	$67K	Buy	848 +592	+231%	+$51.6K	0.03%	302
2022 Q1	$26K	Hold	256	–	–	0.01%	356
2021 Q4	$29K	Hold	256	–	–	0.01%	387
2021 Q3	$29K	Hold	256	–	–	0.01%	360
2021 Q2	$29K	Hold	256	–	–	0.01%	379
2021 Q1	$26K	Hold	256	–	–	0.01%	371
2020 Q4	$26K	Hold	256	–	–	0.01%	332
2020 Q3	$24K	Buy	+256	New	+$21.6K	0.01%	530

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Founders Financial Alliance held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 308 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #567.

Founders Financial Alliance first reported a position in IWP in Q3 2020 and has held it in 22 quarters since. The position peaked at $67K in Q2 2022. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Founders Financial Alliance held 308 shares of iShares Russell Mid-Cap Growth ETF worth $45.1K as of Q2 2026.
Founders Financial Alliance left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #567 holding.
Founders Financial Alliance first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and has held it in 22 quarters since.
Founders Financial Alliance's iShares Russell Mid-Cap Growth ETF position peaked at $67K in Q2 2022.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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