Foundation Wealth Management (Pennsylvania)’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.27M	Sell	10,502 -31	-0.3%	-$6.69K	0.98%	33
2025 Q1	$2.1M	Hold	10,533	–	–	1%	35
2024 Q4	$2.33M	Buy	+10,533	New	+$2.33M	1.13%	31