Foundation Wealth Management (Pennsylvania)’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$609K	Hold	3,114	–	–	0.26%	51
2025 Q1	$593K	Hold	3,114	–	–	0.28%	50
2024 Q4	$594K	Buy	+3,114	New	+$594K	0.29%	50