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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.71M	Buy	19,092 +157	+0.8%	+$30.5K	1.6%	18
2025 Q1	$3.56M	Sell	18,935 -373	-2%	-$70.2K	1.7%	18
2024 Q4	$3.57M	Buy	+19,308	New	+$3.57M	1.73%	18