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

Founders Financial Securities’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 		$1.34M Sell
6,052
-15
-0.2% -$3.14K 0.07% 257
2026
Q1 		$1.21M Sell
6,067
-529
-8% -$102K 0.07% 260
2025
Q4 		$1.2M Buy
6,596
+3,919
+146% +$704K 0.07% 256
2025
Q3 		$473K Buy
+2,677
New +$452K 0.03% 348
2016
Q4 		– Sell
-87,272
Closed -$9.14M – 91
2016
Q3 		$9.14M Buy
+87,272
New +$8.94M 3.91% 7

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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 Securities's IWN Position: Q2 2026 in Review

Founders Financial Securities reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.25% in Q2 2026, selling an estimated $3.14K and leaving 6,052 shares worth $1.34M. The position accounts for 0.07% of the portfolio, ranked #257.

Founders Financial Securities first reported a position in IWN in Q3 2016 and has held it in 5 quarters since. The position peaked at $9.14M in Q3 2016. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Founders Financial Securities held 6,052 shares of iShares Russell 2000 Value ETF worth $1.34M as of Q2 2026.
  • Founders Financial Securities sold 15 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $3.14K.
  • iShares Russell 2000 Value ETF made up 0.07% of Founders Financial Securities's portfolio in Q2 2026, its #257 holding.
  • Founders Financial Securities first reported a position in iShares Russell 2000 Value ETF in Q3 2016 and has held it in 5 quarters since.
  • Founders Financial Securities's iShares Russell 2000 Value ETF position peaked at $9.14M in Q3 2016.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.