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Founders Capital Management (Texas)’s iShares Russell 1000 ETF IWB Stock Holding History

Founders Capital Management (Texas)’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$162K Hold
395
– – 0.07% 68
2026
Q1 		$141K Hold
395
– – 0.07% 70
2025
Q4 		$148K Hold
395
– – 0.08% 67
2025
Q3 		$144K Hold
395
– – 0.08% 67
2025
Q2 		$134K Sell
395
-223
-36% -$70K 0.08% 66
2025
Q1 		$190K Hold
618
– – 0.12% 55
2024
Q4 		$199K Hold
618
– – 0.13% 53
2024
Q3 		$194K Hold
618
– – 0.12% 54
2024
Q2 		$184K Sell
618
-35
-5% -$10K 0.12% 57
2024
Q1 		$188K Hold
653
– – 0.13% 56
2023
Q4 		$171K Hold
653
– – 0.12% 57
2023
Q3 		$153K Hold
653
– – 0.12% 56
2023
Q2 		$159K Buy
653
+125
+24% +$28.8K 0.12% 66
2023
Q1 		$119K Buy
+528
New +$116K 0.09% 83
2020
Q1 		$20K Hold
139
– – 0.02% 151
2019
Q4 		$25K Hold
139
– – 0.02% 157
2019
Q3 		$23K Buy
+139
New +$22.8K 0.02% 167

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Founders Capital Management (Texas)'s IWB Position: Q2 2026 in Review

Founders Capital Management (Texas) held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 395 shares worth $162K. The position accounts for 0.07% of the portfolio, ranked #68.

Founders Capital Management (Texas) first reported a position in IWB in Q3 2019 and has held it in 17 quarters since. The position peaked at $199K in Q4 2024. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Founders Capital Management (Texas) held 395 shares of iShares Russell 1000 ETF worth $162K as of Q2 2026.
  • Founders Capital Management (Texas) left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.07% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #68 holding.
  • Founders Capital Management (Texas) first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 17 quarters since.
  • Founders Capital Management (Texas)'s iShares Russell 1000 ETF position peaked at $199K in Q4 2024.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.