Founders Capital Management (Texas)’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-66	Closed	-$13.9K	–	377
2024 Q1	$13.9K	Hold	66	–	–	0.01%	260
2023 Q4	$13.2K	Hold	66	–	–	0.01%	266
2023 Q3	$11.7K	Hold	66	–	–	0.01%	281
2023 Q2	$12.4K	Hold	66	–	–	0.01%	288
2023 Q1	$12K	Hold	66	–	–	0.01%	297
2022 Q4	$12K	Hold	66	–	–	0.01%	285
2022 Q3	$11K	Hold	66	–	–	0.01%	283
2022 Q2	$11K	Buy	+66	New	+$12.2K	0.01%	298
2019 Q2	–	Sell	-281	Closed	-$43K	–	332
2019 Q1	$43K	Buy	+281	New	+$42.2K	0.04%	120
2018 Q4	–	Sell	-100	Closed	-$17K	–	343
2018 Q3	$17K	Hold	100	–	–	0.01%	193
2018 Q2	$16K	Hold	100	–	–	0.01%	211
2018 Q1	$15K	Hold	100	–	–	0.01%	241
2017 Q4	$15K	Sell	100 -1,450	-94%	-$218K	0.01%	240
2017 Q3	$230K	Hold	1,550	–	–	0.19%	73
2017 Q2	$218K	Buy	1,550 +50	+3%	+$6.92K	0.19%	70
2017 Q1	$206K	Buy	+1,500	New	+$205K	0.19%	77

Other funds holding IWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Founders Capital Management (Texas)'s IWM Position: Q2 2024 in Review

Founders Capital Management (Texas) sold out of iShares Russell 2000 ETF (IWM) in Q2 2024, closing a stake of 66 shares — an estimated $13.9K sold.

Founders Capital Management (Texas) first reported a position in IWM in Q1 2017 and held it in 16 quarters. The position peaked at $230K in Q3 2017. 2,156 funds tracked by Wall St. Rank hold IWM as of Q2 2024.

Founders Capital Management (Texas) reported no remaining iShares Russell 2000 ETF position as of Q2 2024 after selling out during the quarter.
Founders Capital Management (Texas) sold 66 iShares Russell 2000 ETF shares in Q2 2024, an estimated $13.9K.
Founders Capital Management (Texas) first reported a position in iShares Russell 2000 ETF in Q1 2017 and held it in 16 quarters.
Founders Capital Management (Texas)'s iShares Russell 2000 ETF position peaked at $230K in Q3 2017.
2,156 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2024.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2024, filed 10 Jul 2024.