Foundation Wealth Management (Missouri)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$219K	Hold	1,661	–	–	0.15%	43
2025 Q1	$209K	Hold	1,661	–	–	0.16%	43
2024 Q4	$215K	Hold	1,661	–	–	0.17%	43
2024 Q3	$220K	Hold	1,661	–	–	0.17%	41
2024 Q2	$201K	Hold	1,661	–	–	0.16%	45
2024 Q1	$208K	Buy	+1,661	New	+$208K	0.17%	37