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

Foundation Wealth Management (Pennsylvania)’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.86M Hold
6,979
– – 0.86% 24
2026
Q1 		$2.49M Hold
6,979
– – 0.88% 24
2025
Q4 		$2.61M Hold
6,979
– – 0.95% 24
2025
Q3 		$2.55M Hold
6,979
– – 0.99% 29
2025
Q2 		$2.37M Buy
6,979
+80
+1% +$25.1K 1.03% 31
2025
Q1 		$2.12M Hold
6,899
– – 1.01% 34
2024
Q4 		$2.22M Buy
+6,899
New +$2.23M 1.08% 33

Other funds holding IWB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s IWB Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 6,979 shares worth $2.86M. The position accounts for 0.86% of the portfolio, ranked #24.

Foundation Wealth Management (Pennsylvania) first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. 843 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 6,979 shares of iShares Russell 1000 ETF worth $2.86M as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.86% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #24 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 843 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.