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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.45M	Sell	8,580 -23	-0.3%	-$6.58K	1.06%	29
2025 Q1	$2.2M	Sell	8,603 -582	-6%	-$149K	1.05%	32
2024 Q4	$2.64M	Buy	+9,185	New	+$2.64M	1.28%	26