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

Foundation Wealth Management (Pennsylvania)’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 		$4.03M Sell
18,209
-156
-0.8% -$32.7K 1.22% 19
2026
Q1 		$3.48M Sell
18,365
-656
-3% -$127K 1.23% 20
2025
Q4 		$3.45M Sell
19,021
-2,234
-11% -$401K 1.25% 20
2025
Q3 		$3.76M Sell
21,255
-1,832
-8% -$309K 1.46% 21
2025
Q2 		$3.64M Hold
23,087
– – 1.58% 20
2025
Q1 		$3.49M Sell
23,087
-601
-3% -$97.1K 1.66% 19
2024
Q4 		$3.89M Buy
+23,688
New +$4.04M 1.88% 16

Other funds holding IWN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 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

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

Foundation Wealth Management (Pennsylvania) reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.85% in Q2 2026, selling an estimated $32.7K and leaving 18,209 shares worth $4.03M. The position accounts for 1.22% of the portfolio, ranked #19.

Foundation Wealth Management (Pennsylvania) first reported a position in IWN in Q4 2024 and has held it in 7 quarters since. 562 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 18,209 shares of iShares Russell 2000 Value ETF worth $4.03M as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) sold 156 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $32.7K.
  • iShares Russell 2000 Value ETF made up 1.22% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #19 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 562 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.