Founders Financial Securities’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$528K	Buy	3,607 +14	+0.4%	+$1.93K	0.03%	379
2026 Q1	$472K	Sell	3,593 -6,033	-63%	-$816K	0.03%	383
2025 Q4	$1.32M	Buy	9,626 +2,570	+36%	+$359K	0.08%	247
2025 Q3	$1M	Sell	7,056 -1,621	-19%	-$229K	0.07%	252
2025 Q2	$1.2M	Buy	8,677 +3,883	+81%	+$491K	0.09%	209
2025 Q1	$578K	Sell	4,794 -6,479	-57%	-$833K	0.05%	297
2024 Q4	$1.43M	Buy	11,273 +8,121	+258%	+$1.03M	0.13%	141
2024 Q3	$370K	Sell	3,152 -1,768	-36%	-$198K	0.03%	315
2024 Q2	$543K	Buy	4,920 +1,592	+48%	+$175K	0.05%	275
2024 Q1	$380K	Buy	3,328 +145	+5%	+$15.7K	0.04%	292
2023 Q4	$332K	Buy	3,183 +41	+1%	+$3.89K	0.04%	292
2023 Q3	$287K	Sell	3,142 -763	-20%	-$72.9K	0.04%	271
2023 Q2	$377K	Sell	3,905 -63	-2%	-$5.74K	0.05%	243
2023 Q1	$361K	Sell	3,968 -98	-2%	-$8.75K	0.05%	243
2022 Q4	$340K	Hold	4,066	–	–	0.05%	243
2022 Q3	$319K	Buy	+4,066	New	+$350K	0.06%	223
2022 Q2	–	Sell	-2,231	Closed	-$224K	–	283
2022 Q1	$224K	Hold	2,231	–	–	0.04%	245
2021 Q4	$257K	Sell	2,231 -22	-1%	-$2.56K	0.05%	225
2021 Q3	$252K	Hold	2,253	–	–	0.05%	229
2021 Q2	$255K	Hold	2,253	–	–	0.05%	248
2021 Q1	$230K	Sell	2,253 -13	-0.6%	-$1.36K	0.05%	235
2020 Q4	$233K	Buy	+2,266	New	+$216K	0.06%	203
2014 Q2	–	Sell	-103,908	Closed	-$4.46M	–	82
2014 Q1	$4.46M	Buy	+103,908	New	+$4.42M	2.99%	11

Other funds holding IWP

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

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Founders Financial Securities's IWP Position: Q2 2026 in Review

Founders Financial Securities increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.39% in Q2 2026, buying an estimated $1.93K and bringing the position to 3,607 shares worth $528K. The position accounts for 0.03% of the portfolio, ranked #379.

Founders Financial Securities first reported a position in IWP in Q1 2014 and has held it in 23 quarters since. The position peaked at $4.46M in Q1 2014. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Founders Financial Securities held 3,607 shares of iShares Russell Mid-Cap Growth ETF worth $528K as of Q2 2026.
Founders Financial Securities bought 14 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.93K.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Founders Financial Securities's portfolio in Q2 2026, its #379 holding.
Founders Financial Securities first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2014 and has held it in 23 quarters since.
Founders Financial Securities's iShares Russell Mid-Cap Growth ETF position peaked at $4.46M in Q1 2014.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.