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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.64M	Hold	23,087	–	–	1.58%	20
2025 Q1	$3.49M	Sell	23,087 -601	-3%	-$90.7K	1.66%	19
2024 Q4	$3.89M	Buy	+23,688	New	+$3.89M	1.88%	16