FFA
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Founders Financial Alliance’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Founders Financial Alliance’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$84.2K Buy
578
+518
+863% +$76.9K 0.02% 472
2025
Q4 		$8.46K Sell
60
-515
-90% -$72K ﹤0.01% 519
2025
Q3 		$80.3K Buy
575
+515
+858% +$70.4K 0.02% 454
2025
Q2 		$7.93K Sell
60
-512
-90% -$64.2K ﹤0.01% 473
2025
Q1 		$72K Buy
572
+2
+0.4% +$260 0.02% 413
2024
Q4 		$73.8K Buy
570
+1
+0.2% +$134 0.02% 350
2024
Q3 		$75.2K Buy
569
+2
+0.4% +$253 0.02% 359
2024
Q2 		$68.5K Hold
567
– – 0.02% 348
2024
Q1 		$71.1K Hold
567
– – 0.02% 353
2023
Q4 		$65.9K Hold
567
– – 0.03% 318
2023
Q3 		$59.2K Hold
567
– – 0.03% 306
2023
Q2 		$62.3K Buy
567
+119
+27% +$12.5K 0.02% 328
2023
Q1 		$46.9K Hold
448
– – 0.02% 307
2022
Q4 		$47.2K Hold
448
– – 0.02% 329
2022
Q3 		$43K Sell
448
-357
-44% -$38.1K 0.02% 330
2022
Q2 		$82K Buy
805
+357
+80% +$39.9K 0.04% 280
2022
Q1 		$54K Hold
448
– – 0.02% 318
2021
Q4 		$55K Hold
448
– – 0.02% 352
2021
Q3 		$51K Hold
448
– – 0.02% 329
2021
Q2 		$52K Sell
448
-52
-10% -$5.96K 0.02% 342
2021
Q1 		$58K Sell
500
-50
-9% -$5.21K 0.03% 318
2020
Q4 		$54K Hold
550
– – 0.03% 289
2020
Q3 		$46K Buy
+550
New +$44.5K 0.03% 397

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Founders Financial Alliance increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 863% in Q1 2026, buying an estimated $76.9K and bringing the position to 578 shares worth $84.2K. The position accounts for 0.02% of the portfolio, ranked #472.

Founders Financial Alliance first reported a position in IWS in Q3 2020 and has held it in 23 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Founders Financial Alliance held 578 shares of iShares Russell Mid-Cap Value ETF worth $84.2K as of Q1 2026.
  • Founders Financial Alliance bought 518 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $76.9K.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of Founders Financial Alliance's portfolio in Q1 2026, its #472 holding.
  • Founders Financial Alliance first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2020 and has held it in 23 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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