Founders Financial Securities’s iShares Russell 1000 Value ETF IWD Stock Holding History

Founders Financial Securities’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,226	Closed	-$258K	–	560
2025 Q4	$258K	Buy	+1,226	New	+$253K	0.02%	505
2025 Q3	–	Sell	-1,175	Closed	-$228K	–	505
2025 Q2	$228K	Buy	1,175 +1	+0.1%	+$185	0.02%	461
2025 Q1	$213K	Buy	+1,174	New	+$224K	0.02%	438
2024 Q3	–	Sell	-1,170	Closed	-$204K	–	452
2024 Q2	$204K	Buy	+1,170	New	+$205K	0.02%	405
2014 Q2	–	Sell	-123,614	Closed	-$11.9K	–	81
2014 Q1	$11.9K	Buy	+123,614	New	+$11.6M	7.99%	4

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Founders Financial Securities's IWD Position: Q1 2026 in Review

Founders Financial Securities sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 1,226 shares — an estimated $258K sold.

Founders Financial Securities first reported a position in IWD in Q1 2014 and held it in 5 quarters. The position peaked at $258K in Q4 2025. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Founders Financial Securities reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
Founders Financial Securities sold 1,226 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $258K.
Founders Financial Securities first reported a position in iShares Russell 1000 Value ETF in Q1 2014 and held it in 5 quarters.
Founders Financial Securities's iShares Russell 1000 Value ETF position peaked at $258K in Q4 2025.
1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.