Future Fund LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History

Future Fund LLC’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	-7,954	Closed	-$1.41M	–	163
2025 Q3	$1.41M	Hold	7,954	–	–	0.5%	74
2025 Q2	$1.25M	Buy	+7,954	New	+$1.18M	0.56%	49

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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 $617B AUM 30.33% 1-Year Est. Return

Future Fund LLC's IWN Position: Q4 2025 in Review

Future Fund LLC sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2025, closing a stake of 7,954 shares — an estimated $1.41M sold.

Future Fund LLC first reported a position in IWN in Q2 2025 and held it in 2 quarters. The position peaked at $1.41M in Q3 2025. 1,045 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

Future Fund LLC reported no remaining iShares Russell 2000 Value ETF position as of Q4 2025 after selling out during the quarter.
Future Fund LLC sold 7,954 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $1.41M.
Future Fund LLC first reported a position in iShares Russell 2000 Value ETF in Q2 2025 and held it in 2 quarters.
Future Fund LLC's iShares Russell 2000 Value ETF position peaked at $1.41M in Q3 2025.
1,045 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Future Fund LLC's 13F filing for Q4 2025, filed 10 Feb 2026.