Foundation Wealth Management, LLC IJJ Holdings History
Foundation Wealth Management, LLC's iShares S&P Mid-Cap 400 Value ETF Holding Summary
As of 2025-03-31, Foundation Wealth Management, LLC held 38,900.00 shares of iShares S&P Mid-Cap 400 Value ETF(IJJ), totaling $4.66 Mil. This investment constitutes 3.65% of their stock portfolio, and Foundation Wealth Management, LLC now holds 0.06% of the outstanding iShares S&P Mid-Cap 400 Value ETF(IJJ) stock.
The initial trade took place in 2022Q4. And since then Foundation Wealth Management, LLC has made 3 purchases of IJJ, at an average price of $100.14, for a total of 48,083.00 shares. In addition, there have been 6 sales at an average price of $113.04 for 9,183.00 shares. Based on historical transaction data and IJJ's current price of $127.50, Foundation Wealth Management, LLC's estimated gain on his IJJ holdings is $1.18 Mil, reflecting a 24.57% gain to date.
Foundation Wealth Management, LLC IJJ ($127.50) Holding Chart
Foundation Wealth Management, LLC IJJ ($127.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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