Foundation Wealth Management, LLC IVW Holdings History
Foundation Wealth Management, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Foundation Wealth Management, LLC held 359,205.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $33.35 Mil. This investment constitutes 26.12% of their stock portfolio, and Foundation Wealth Management, LLC now holds 0.07% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2022Q4. And since then Foundation Wealth Management, LLC has made 3 purchases of IVW, at an average price of $61.24, for a total of 393,348.00 shares. In addition, there have been 6 sales at an average price of $91.82 for 34,143.00 shares. Based on historical transaction data and IVW's current price of $110.70, Foundation Wealth Management, LLC's estimated gain on his IVW holdings is $18.81 Mil, reflecting a 78.08% gain to date.
Foundation Wealth Management, LLC IVW ($110.70) Holding Chart
Foundation Wealth Management, LLC IVW ($110.70) 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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