FFA
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Founders Financial Alliance’s iShares Russell 3000 ETF IWV Stock Holding History

Founders Financial Alliance’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$106K Hold
248
– – 0.01% 494
2026
Q1 		$91.8K Buy
248
+11
+5% +$4.25K 0.02% 460
2025
Q4 		$91.7K Sell
237
-9
-4% -$3.45K 0.02% 398
2025
Q3 		$93.4K Buy
246
+10
+4% +$3.65K 0.02% 441
2025
Q2 		$82.8K Sell
236
-4
-2% -$1.3K 0.02% 359
2025
Q1 		$76.3K Hold
240
– – 0.02% 409
2024
Q4 		$80.1K Buy
240
+1
+0.4% +$337 0.02% 342
2024
Q3 		$78.1K Buy
239
+1
+0.4% +$315 0.02% 357
2024
Q2 		$73.5K Hold
238
– – 0.02% 345
2024
Q1 		$71.3K Buy
238
+1
+0.4% +$285 0.02% 352
2023
Q4 		$64.8K Buy
237
+2
+0.9% +$510 0.03% 319
2023
Q3 		$57.6K Sell
235
-21
-8% -$5.37K 0.03% 309
2023
Q2 		$65.2K Buy
256
+1
+0.4% +$240 0.03% 321
2023
Q1 		$60.1K Buy
255
+1
+0.4% +$231 0.03% 291
2022
Q4 		$56.1K Buy
254
+1
+0.4% +$222 0.03% 310
2022
Q3 		$52K Buy
253
+1
+0.4% +$230 0.03% 311
2022
Q2 		$55K Buy
252
+1
+0.4% +$237 0.03% 323
2022
Q1 		$66K Sell
251
-4
-2% -$1.03K 0.03% 296
2021
Q4 		$71K Sell
255
-10
-4% -$2.71K 0.03% 327
2021
Q3 		$67K Buy
265
+1
+0.4% +$262 0.03% 305
2021
Q2 		$68K Sell
264
-152
-37% -$37.9K 0.03% 323
2021
Q1 		$101K Hold
416
– – 0.05% 273
2020
Q4 		$93K Buy
416
+9
+2% +$1.89K 0.05% 250
2020
Q3 		$80K Buy
+407
New +$78.8K 0.05% 299

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Founders Financial Alliance held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 248 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #494.

Founders Financial Alliance first reported a position in IWV in Q3 2020 and has held it in 24 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Founders Financial Alliance held 248 shares of iShares Russell 3000 ETF worth $106K as of Q2 2026.
  • Founders Financial Alliance left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #494 holding.
  • Founders Financial Alliance first reported a position in iShares Russell 3000 ETF in Q3 2020 and has held it in 24 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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