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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.37M	Buy	6,979 +80	+1%	+$27.2K	1.03%	31
2025 Q1	$2.12M	Hold	6,899	–	–	1.01%	34
2024 Q4	$2.22M	Buy	+6,899	New	+$2.22M	1.08%	33