Foundation Wealth Management, LLC IVE Holdings History
Foundation Wealth Management, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Foundation Wealth Management, LLC held 174,724.00 shares of iShares S&P 500 Value ETF(IVE), totaling $33.30 Mil. This investment constitutes 26.08% of their stock portfolio, and Foundation Wealth Management, LLC now holds 0.09% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2022Q4. And since then Foundation Wealth Management, LLC has made 8 purchases of IVE, at an average price of $152.21, for a total of 179,325.00 shares. In addition, there have been 1 sales at an average price of $198.37 for 4,601.00 shares. Based on historical transaction data and IVE's current price of $197.89, Foundation Wealth Management, LLC's estimated gain on his IVE holdings is $8.19 Mil, reflecting a 30.02% gain to date.
Foundation Wealth Management, LLC IVE ($197.89) Holding Chart
Foundation Wealth Management, LLC IVE ($197.89) 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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