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Foundation Wealth Management (Pennsylvania)’s iShares Russell 3000 ETF IWV Stock Holding History

Foundation Wealth Management (Pennsylvania)’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.64M Sell
8,541
-234
-3% -$96.4K 1.1% 20
2026
Q1 		$3.25M Buy
8,775
+7
+0.1% +$2.71K 1.15% 21
2025
Q4 		$3.39M Sell
8,768
-518
-6% -$199K 1.23% 21
2025
Q3 		$3.52M Sell
9,286
-55
-0.6% -$20.1K 1.36% 22
2025
Q2 		$3.28M Sell
9,341
-103
-1% -$33.5K 1.42% 22
2025
Q1 		$3M Hold
9,444
– – 1.43% 21
2024
Q4 		$3.16M Buy
+9,444
New +$3.18M 1.53% 21

Other funds holding IWV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s IWV Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) reduced its iShares Russell 3000 ETF (IWV) stake by 2.7% in Q2 2026, selling an estimated $96.4K and leaving 8,541 shares worth $3.64M. The position accounts for 1.1% of the portfolio, ranked #20.

Foundation Wealth Management (Pennsylvania) first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. 474 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 8,541 shares of iShares Russell 3000 ETF worth $3.64M as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) sold 234 iShares Russell 3000 ETF shares in Q2 2026, an estimated $96.4K.
  • iShares Russell 3000 ETF made up 1.1% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #20 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 474 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.