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Founders Financial Securities’s iShares Russell 2000 ETF IWM Stock Holding History

Founders Financial Securities’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$622K Sell
2,374
-1,169
-33% -$302K 0.04% 337
2025
Q4 		$872K Buy
3,543
+1,686
+91% +$415K 0.05% 309
2025
Q3 		$449K Sell
1,857
-1,086
-37% -$249K 0.03% 359
2025
Q2 		$635K Buy
2,943
+252
+9% +$50.7K 0.05% 300
2025
Q1 		$525K Buy
2,691
+818
+44% +$177K 0.04% 309
2024
Q4 		$414K Buy
1,873
+104
+6% +$23.7K 0.04% 334
2024
Q3 		$391K Sell
1,769
-708
-29% -$152K 0.04% 306
2024
Q2 		$503K Buy
2,477
+676
+38% +$137K 0.05% 288
2024
Q1 		$379K Sell
1,801
-3,529
-66% -$704K 0.04% 293
2023
Q4 		$1.07M Buy
5,330
+3,163
+146% +$567K 0.12% 154
2023
Q3 		$383K Buy
2,167
+138
+7% +$25.9K 0.05% 239
2023
Q2 		$380K Buy
2,029
+1
+0% +$178 0.05% 242
2023
Q1 		$362K Sell
2,028
-144
-7% -$26.5K 0.05% 242
2022
Q4 		$379K Buy
2,172
+269
+14% +$47.8K 0.06% 222
2022
Q3 		$314K Sell
1,903
-162
-8% -$29.5K 0.06% 226
2022
Q2 		$350K Sell
2,065
-420
-17% -$77.4K 0.07% 185
2022
Q1 		$510K Sell
2,485
-284
-10% -$57.9K 0.09% 172
2021
Q4 		$616K Sell
2,769
-2,641
-49% -$597K 0.11% 150
2021
Q3 		$1.18M Sell
5,410
-918
-15% -$204K 0.24% 92
2021
Q2 		$1.45M Sell
6,328
-10,463
-62% -$2.35M 0.29% 76
2021
Q1 		$3.71M Sell
16,791
-7,221
-30% -$1.58M 0.86% 25
2020
Q4 		$4.71M Buy
+24,012
New +$4.2M 1.13% 21
2020
Q2 		– Sell
-4,416
Closed -$505K – 182
2020
Q1 		$505K Sell
4,416
-123
-3% -$18.3K 0.19% 71
2019
Q4 		$752K Buy
4,539
+494
+12% +$78.1K 0.25% 63
2019
Q3 		$612K Buy
4,045
+289
+8% +$44.1K 0.2% 85
2019
Q2 		$584K Buy
3,756
+193
+5% +$29.8K 0.19% 74
2019
Q1 		$545K Buy
3,563
+50
+1% +$7.51K 0.17% 84
2018
Q4 		$470K Buy
3,513
+12
+0.3% +$1.79K 0.17% 76
2018
Q3 		$590K Buy
3,501
+119
+4% +$20.1K 0.16% 80
2018
Q2 		$554K Buy
3,382
+179
+6% +$28.6K 0.17% 78
2018
Q1 		$486K Buy
3,203
+65
+2% +$10K 0.16% 80
2017
Q4 		$478K Sell
3,138
-35
-1% -$5.26K 0.16% 74
2017
Q3 		$470K Sell
3,173
-479
-13% -$67.4K 0.17% 71
2017
Q2 		$515K Sell
3,652
-324
-8% -$44.8K 0.2% 76
2017
Q1 		$547K Buy
3,976
+30
+0.8% +$4.1K 0.21% 64
2016
Q4 		$532K Buy
3,946
+303
+8% +$38.7K 0.22% 55
2016
Q3 		$452K Sell
3,643
-49
-1% -$5.96K 0.19% 66
2016
Q2 		$425K Sell
3,692
-385
-9% -$43.4K 0.19% 61
2016
Q1 		$451K Sell
4,077
-75
-2% -$7.76K 0.21% 51
2015
Q4 		$468K Buy
4,152
+15
+0.4% +$1.73K 0.22% 44
2015
Q3 		$452K Buy
4,137
+413
+11% +$49K 0.22% 42
2015
Q2 		$465K Buy
3,724
+246
+7% +$30.7K 0.23% 39
2015
Q1 		$433K Buy
3,478
+194
+6% +$23.4K 0.22% 44
2014
Q4 		$393K Sell
3,284
-10
-0.3% -$1.14K 0.23% 43
2014
Q3 		$360K Buy
3,294
+112
+4% +$12.8K 0.23% 41
2014
Q2 		$378K Buy
3,182
+233
+8% +$26.5K 0.25% 40
2014
Q1 		$18.7K Buy
2,949
+231
+8% +$26.6K 12.49% 1
2013
Q4 		$314K Buy
+2,718
New +$300K 0.26% 45

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Founders Financial Securities reduced its iShares Russell 2000 ETF (IWM) stake by 33% in Q1 2026, selling an estimated $302K and leaving 2,374 shares worth $622K. The position accounts for 0.04% of the portfolio, ranked #337.

Founders Financial Securities first reported a position in IWM in Q4 2013 and has held it in 48 quarters since. The position peaked at $4.71M in Q4 2020. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Founders Financial Securities held 2,374 shares of iShares Russell 2000 ETF worth $622K as of Q1 2026.
  • Founders Financial Securities sold 1,169 iShares Russell 2000 ETF shares in Q1 2026, an estimated $302K.
  • iShares Russell 2000 ETF made up 0.04% of Founders Financial Securities's portfolio in Q1 2026, its #337 holding.
  • Founders Financial Securities first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 48 quarters since.
  • Founders Financial Securities's iShares Russell 2000 ETF position peaked at $4.71M in Q4 2020.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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