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

Founders Capital Management (Texas)’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$244K	Hold	1,007	–	–	0.11%	56
2026 Q1	$215K	Hold	1,007	–	–	0.11%	55
2025 Q4	$212K	Hold	1,007	–	–	0.11%	59
2025 Q3	$205K	Hold	1,007	–	–	0.11%	56
2025 Q2	$196K	Buy	1,007 +23	+2%	+$4.26K	0.12%	56
2025 Q1	$185K	Hold	984	–	–	0.12%	56
2024 Q4	$182K	Hold	984	–	–	0.12%	56
2024 Q3	$187K	Hold	984	–	–	0.11%	56
2024 Q2	$172K	Hold	984	–	–	0.11%	58
2024 Q1	$176K	Hold	984	–	–	0.12%	59
2023 Q4	$163K	Hold	984	–	–	0.12%	60
2023 Q3	$149K	Sell	984 -920	-48%	-$146K	0.11%	59
2023 Q2	$301K	Hold	1,904	–	–	0.22%	46
2023 Q1	$290K	Hold	1,904	–	–	0.22%	46
2022 Q4	$289K	Hold	1,904	–	–	0.22%	48
2022 Q3	$259K	Sell	1,904 -86	-4%	-$12.9K	0.21%	52
2022 Q2	$288K	Buy	1,990 +86	+5%	+$13.5K	0.23%	48
2022 Q1	$320K	Hold	1,904	–	–	0.21%	49
2021 Q4	$320K	Hold	1,904	–	–	0.21%	49
2021 Q3	$298K	Hold	1,904	–	–	0.2%	49
2021 Q2	$302K	Buy	+1,904	New	+$301K	0.2%	49
2019 Q1	–	Sell	-25	Closed	-$3K	–	332
2018 Q4	$3K	Buy	25 +1	+4%	+$120	﹤0.01%	312
2018 Q3	$3K	Hold	24	–	–	﹤0.01%	294
2018 Q2	$3K	Hold	24	–	–	﹤0.01%	302
2018 Q1	$3K	Hold	24	–	–	﹤0.01%	343
2017 Q4	$3K	Hold	24	–	–	﹤0.01%	336
2017 Q3	$3K	Buy	+24	New	+$2.8K	﹤0.01%	340

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

Founders Capital Management (Texas) held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,007 shares worth $244K. The position accounts for 0.11% of the portfolio, ranked #56.

Founders Capital Management (Texas) first reported a position in IWD in Q3 2017 and has held it in 27 quarters since. The position peaked at $320K in Q1 2022. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Founders Capital Management (Texas) held 1,007 shares of iShares Russell 1000 Value ETF worth $244K as of Q2 2026.
Founders Capital Management (Texas) left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.11% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #56 holding.
Founders Capital Management (Texas) first reported a position in iShares Russell 1000 Value ETF in Q3 2017 and has held it in 27 quarters since.
Founders Capital Management (Texas)'s iShares Russell 1000 Value ETF position peaked at $320K in Q1 2022.
695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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