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

Founders Capital Management (Texas)’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
2025 Q4	–	Sell	-66	Closed	-$11.7K	–	415
2025 Q3	$11.7K	Hold	66	–	–	0.01%	281
2025 Q2	$10.4K	Hold	66	–	–	0.01%	281
2025 Q1	$9.96K	Hold	66	–	–	0.01%	267
2024 Q4	$10.8K	Hold	66	–	–	0.01%	270
2024 Q3	$11K	Hold	66	–	–	0.01%	278
2024 Q2	$10.1K	Hold	66	–	–	0.01%	282
2024 Q1	$10.5K	Hold	66	–	–	0.01%	282
2023 Q4	$10.3K	Buy	+66	New	+$9.14K	0.01%	286

Other funds holding IWN

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Founders Capital Management (Texas)'s IWN Position: Q4 2025 in Review

Founders Capital Management (Texas) sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2025, closing a stake of 66 shares — an estimated $11.7K sold.

Founders Capital Management (Texas) first reported a position in IWN in Q4 2023 and held it in 8 quarters. The position peaked at $11.7K in Q3 2025. 1,045 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

Founders Capital Management (Texas) reported no remaining iShares Russell 2000 Value ETF position as of Q4 2025 after selling out during the quarter.
Founders Capital Management (Texas) sold 66 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $11.7K.
Founders Capital Management (Texas) first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and held it in 8 quarters.
Founders Capital Management (Texas)'s iShares Russell 2000 Value ETF position peaked at $11.7K in Q3 2025.
1,045 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Founders Capital Management (Texas)'s 13F filing for Q4 2025, filed 15 Jan 2026.