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

Founders Financial Alliance’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$349K Sell
3,164
-38
-1% -$4K 0.05% 309
2026
Q1 		$311K Buy
3,202
+724
+29% +$72.3K 0.06% 290
2025
Q4 		$239K Sell
2,478
-1,770
-42% -$170K 0.05% 325
2025
Q3 		$410K Buy
4,248
+1,689
+66% +$160K 0.08% 235
2025
Q2 		$235K Sell
2,559
-2,731
-52% -$236K 0.05% 294
2025
Q1 		$450K Sell
5,290
-17
-0.3% -$1.52K 0.11% 192
2024
Q4 		$469K Sell
5,307
-613
-10% -$55.6K 0.13% 152
2024
Q3 		$522K Buy
5,920
+339
+6% +$28.6K 0.15% 143
2024
Q2 		$453K Sell
5,581
-20
-0.4% -$1.63K 0.13% 152
2024
Q1 		$471K Sell
5,601
-13
-0.2% -$1.03K 0.14% 150
2023
Q4 		$436K Sell
5,614
-25
-0.4% -$1.78K 0.17% 121
2023
Q3 		$390K Sell
5,639
-11
-0.2% -$802 0.17% 121
2023
Q2 		$413K Buy
5,650
+1,874
+50% +$130K 0.16% 139
2023
Q1 		$264K Sell
3,776
-2,013
-35% -$142K 0.13% 165
2022
Q4 		$390K Sell
5,789
-48
-0.8% -$3.24K 0.18% 127
2022
Q3 		$363K Sell
5,837
-10
-0.2% -$688 0.18% 124
2022
Q2 		$378K Hold
5,847
– – 0.19% 121
2022
Q1 		$456K Sell
5,847
-6
-0.1% -$462 0.2% 113
2021
Q4 		$486K Sell
5,853
-3
-0.1% -$246 0.2% 114
2021
Q3 		$458K Buy
5,856
+388
+7% +$31.1K 0.21% 109
2021
Q2 		$434K Sell
5,468
-4
-0.1% -$310 0.2% 120
2021
Q1 		$417K Sell
5,472
-366
-6% -$26.5K 0.21% 111
2020
Q4 		$398K Sell
5,838
-20
-0.3% -$1.27K 0.23% 103
2020
Q3 		$344K Buy
+5,858
New +$333K 0.21% 101

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 IWR Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.2% in Q2 2026, selling an estimated $4K and leaving 3,164 shares worth $349K. The position accounts for 0.05% of the portfolio, ranked #309.

Founders Financial Alliance first reported a position in IWR in Q3 2020 and has held it in 24 quarters since. The position peaked at $522K in Q3 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Founders Financial Alliance held 3,164 shares of iShares Russell Mid-Cap ETF worth $349K as of Q2 2026.
  • Founders Financial Alliance sold 38 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $4K.
  • iShares Russell Mid-Cap ETF made up 0.05% of Founders Financial Alliance's portfolio in Q2 2026, its #309 holding.
  • Founders Financial Alliance first reported a position in iShares Russell Mid-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares Russell Mid-Cap ETF position peaked at $522K in Q3 2024.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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