Foundation Wealth Management, LLC IWO Holdings History
Foundation Wealth Management, LLC's iShares Russell 2000 Growth ETF Holding Summary
As of 2025-03-31, Foundation Wealth Management, LLC held 16,403.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $4.19 Mil. This investment constitutes 3.28% of their stock portfolio, and Foundation Wealth Management, LLC now holds 0.04% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.
The initial trade took place in 2022Q4. And since then Foundation Wealth Management, LLC has made 1 purchases of IWO, at an average price of $220.58, for a total of 29,073.00 shares. In addition, there have been 8 sales at an average price of $236.15 for 12,670.00 shares. Based on historical transaction data and IWO's current price of $288.65, Foundation Wealth Management, LLC's estimated gain on his IWO holdings is $1.31 Mil, reflecting a 20.48% gain to date.
Foundation Wealth Management, LLC IWO ($288.65) Holding Chart
Foundation Wealth Management, LLC IWO ($288.65) 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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