Foundation Wealth Management (Pennsylvania)’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.55M Hold
2025
Q2
$2.37M Buy
2025
Q1
$2.12M Hold
2024
Q4
$2.22M Buy