ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

Foundation Wealth Management, LLC's Holding History (CIK: 0001966351)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 18,438 Value ($000) $5,970 Avg Close Range
Q3 2025
Shares 19,140 Value ($000) $6,125 Avg Close Range
Q2 2025
Shares 20,000 Value ($000) $5,716 Avg Close Range
Q1 2025
Shares 16,403 Value ($000) $4,190 Avg Close Range
Q4 2024
Shares 16,660 Value ($000) $4,794 Avg Close Range
Q3 2024
Shares 17,480 Value ($000) $4,964 Avg Close Range
Q2 2024
Shares 17,729 Value ($000) $4,654 Avg Close Range
Q1 2024
Shares 18,256 Value ($000) $4,944 Avg Close Range
Q4 2023
Shares 18,571 Value ($000) $4,684 Avg Close Range
Q3 2023
Shares 20,898 Value ($000) $4,684 Avg Close Range
Q2 2023
Shares 18,230 Value ($000) $4,424 Avg Close Range
Q1 2023
Shares 18,512 Value ($000) $4,199 Avg Close Range
Q4 2022
Shares 26,405 Value ($000) $5,664 Avg Close Range