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 Q2	$95.3K	Buy	579 +1	+0.2%	+$158	0.01%	505
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Founders Financial Alliance increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.17% in Q2 2026, buying an estimated $158 and bringing the position to 579 shares worth $95.3K. The position accounts for 0.01% of the portfolio, ranked #505.

Founders Financial Alliance first reported a position in IWS in Q3 2020 and has held it in 24 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Founders Financial Alliance held 579 shares of iShares Russell Mid-Cap Value ETF worth $95.3K as of Q2 2026.
Founders Financial Alliance bought 1 iShares Russell Mid-Cap Value ETF share in Q2 2026, an estimated $158.
iShares Russell Mid-Cap Value ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #505 holding.
Founders Financial Alliance first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2020 and has held it in 24 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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