Foundation Wealth Management, LLC IWN Holdings History
Foundation Wealth Management, LLC's iShares Russell 2000 Value ETF Holding Summary
As of 2025-03-31, Foundation Wealth Management, LLC held 22,269.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $3.36 Mil. This investment constitutes 2.63% of their stock portfolio, and Foundation Wealth Management, LLC now holds 0.03% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.
The initial trade took place in 2022Q4. And since then Foundation Wealth Management, LLC has made 4 purchases of IWN, at an average price of $140.46, for a total of 23,624.00 shares. In addition, there have been 5 sales at an average price of $152.97 for 1,355.00 shares. Based on historical transaction data and IWN's current price of $164.96, Foundation Wealth Management, LLC's estimated gain on his IWN holdings is $562,613.33, reflecting a 16.96% gain to date.
Foundation Wealth Management, LLC IWN ($164.96) Holding Chart
Foundation Wealth Management, LLC IWN ($164.96) 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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