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Foundation Wealth Management (Missouri)’s iShares Russell 2000 Value ETF IWN Stock Holding History

Foundation Wealth Management (Missouri)’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
Q2 		$7.83M Sell
35,378
-1,594
-4% -$334K 4.63% 4
2026
Q1 		$7.01M Sell
36,972
-351
-0.9% -$67.9K 4.74% 4
2025
Q4 		$6.77M Sell
37,323
-948
-2% -$170K 4.46% 3
2025
Q3 		$6.77M Buy
38,271
+10,803
+39% +$1.82M 4.32% 3
2025
Q2 		$4.33M Buy
27,468
+5,199
+23% +$774K 3.02% 6
2025
Q1 		$3.36M Buy
22,269
+105
+0.5% +$17K 2.63% 8
2024
Q4 		$3.64M Sell
22,164
-383
-2% -$65.4K 2.82% 7
2024
Q3 		$3.76M Sell
22,547
-107
-0.5% -$17.4K 2.85% 6
2024
Q2 		$3.45M Sell
22,654
-45
-0.2% -$6.88K 2.7% 8
2024
Q1 		$3.6M Buy
22,699
+550
+2% +$83.3K 2.94% 7
2023
Q4 		$3.44M Buy
22,149
+1,803
+9% +$250K 3.07% 8
2023
Q3 		$2.76M Sell
20,346
-788
-4% -$113K 2.76% 11
2023
Q2 		$2.98M Buy
21,134
+818
+4% +$111K 2.9% 8
2023
Q1 		$2.78M Sell
20,316
-32
-0.2% -$4.64K 2.87% 12
2022
Q4 		$2.82M Buy
+20,348
New +$2.87M 2.87% 12

Other funds holding IWN

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s IWN Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) reduced its iShares Russell 2000 Value ETF (IWN) stake by 4.3% in Q2 2026, selling an estimated $334K and leaving 35,378 shares worth $7.83M. The position accounts for 4.63% of the portfolio, ranked #4.

Foundation Wealth Management (Missouri) first reported a position in IWN in Q4 2022 and has held it in 15 quarters since. 497 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 35,378 shares of iShares Russell 2000 Value ETF worth $7.83M as of Q2 2026.
  • Foundation Wealth Management (Missouri) sold 1,594 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $334K.
  • iShares Russell 2000 Value ETF made up 4.63% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #4 holding.
  • Foundation Wealth Management (Missouri) first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 497 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.