Founders Financial Alliance’s iShares Russell 2000 Value ETF IWN Stock Holding History

Founders Financial Alliance’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	$14K	Hold	63	–	–	﹤0.01%	669
2026 Q1	$12K	Buy	63 +3	+5%	+$581	﹤0.01%	618
2025 Q4	$10.9K	Sell	60 -3	-5%	-$539	﹤0.01%	501
2025 Q3	$11.2K	Buy	63 +3	+5%	+$506	﹤0.01%	601
2025 Q2	$9.5K	Sell	60 -3	-5%	-$447	﹤0.01%	463
2025 Q1	$9.55K	Hold	63	–	–	﹤0.01%	532
2024 Q4	$10.4K	Hold	63	–	–	﹤0.01%	479
2024 Q3	$10.6K	Hold	63	–	–	﹤0.01%	490
2024 Q2	$9.63K	Hold	63	–	–	﹤0.01%	474
2024 Q1	$10K	Hold	63	–	–	﹤0.01%	476
2023 Q4	$9.82K	Sell	63 -9	-13%	-$1.25K	﹤0.01%	431
2023 Q3	$9.79K	Sell	72 -31	-30%	-$4.45K	﹤0.01%	419
2023 Q2	$14.5K	Buy	103 +40	+63%	+$5.41K	0.01%	429
2023 Q1	$8.66K	Sell	63 -11	-15%	-$1.59K	﹤0.01%	407
2022 Q4	$10.3K	Hold	74	–	–	﹤0.01%	418
2022 Q3	$10K	Sell	74 -299	-80%	-$43.2K	0.01%	417
2022 Q2	$51K	Buy	373 +299	+404%	+$44.5K	0.03%	334
2022 Q1	$12K	Hold	74	–	–	0.01%	383
2021 Q4	$12K	Hold	74	–	–	﹤0.01%	417
2021 Q3	$11K	Hold	74	–	–	0.01%	394
2021 Q2	$12K	Sell	74 -19	-20%	-$3.13K	0.01%	412
2021 Q1	$15K	Sell	93 -71	-43%	-$10.7K	0.01%	388
2020 Q4	$22K	Buy	164 +46	+39%	+$5.43K	0.01%	340
2020 Q3	$11K	Buy	+118	New	+$12K	0.01%	739

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Founders Financial Alliance's IWN Position: Q2 2026 in Review

Founders Financial Alliance held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 63 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Founders Financial Alliance first reported a position in IWN in Q3 2020 and has held it in 24 quarters since. The position peaked at $51K in Q2 2022. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Founders Financial Alliance held 63 shares of iShares Russell 2000 Value ETF worth $14K as of Q2 2026.
Founders Financial Alliance left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #669 holding.
Founders Financial Alliance first reported a position in iShares Russell 2000 Value ETF in Q3 2020 and has held it in 24 quarters since.
Founders Financial Alliance's iShares Russell 2000 Value ETF position peaked at $51K in Q2 2022.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.