Foster Dykema Cabot & Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Foster Dykema Cabot & Partners’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-807	Closed	-$146K	–	326
2025 Q4	$146K	Hold	807	–	–	0.01%	138
2025 Q3	$143K	Hold	807	–	–	0.01%	150
2025 Q2	$127K	Hold	807	–	–	0.01%	150
2025 Q1	$122K	Hold	807	–	–	0.01%	149
2024 Q4	$132K	Sell	807 -1,655	-67%	-$282K	0.01%	155
2024 Q3	$411K	Buy	+2,462	New	+$400K	0.03%	85

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Foster Dykema Cabot & Partners's IWN Position: Q1 2026 in Review

Foster Dykema Cabot & Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2026, closing a stake of 807 shares — an estimated $146K sold.

Foster Dykema Cabot & Partners first reported a position in IWN in Q3 2024 and held it in 6 quarters. The position peaked at $411K in Q3 2024. 1,029 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Foster Dykema Cabot & Partners reported no remaining iShares Russell 2000 Value ETF position as of Q1 2026 after selling out during the quarter.
Foster Dykema Cabot & Partners sold 807 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $146K.
Foster Dykema Cabot & Partners first reported a position in iShares Russell 2000 Value ETF in Q3 2024 and held it in 6 quarters.
Foster Dykema Cabot & Partners's iShares Russell 2000 Value ETF position peaked at $411K in Q3 2024.
1,029 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.