ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Foundations Investment Advisors, LLC's Holding History (CIK: 0001743404)

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

Q4 2025
Shares 27,159 Value ($000) $6,685 Avg Close Range
Q3 2025
Shares 25,472 Value ($000) $6,163 Avg Close Range
Q2 2025
Shares 16,063 Value ($000) $3,466 Avg Close Range
Q1 2025
Shares 32,926 Value ($000) $6,568 Avg Close Range
Q4 2024
Shares 60,660 Value ($000) $13,403 Avg Close Range
Q3 2024
Shares 22,501 Value ($000) $4,970 Avg Close Range
Q2 2024
Shares 9,373 Value ($000) $1,902 Avg Close Range
Q1 2024
Shares 35,929 Value ($000) $7,556 Avg Close Range
Q4 2023
Shares 22,287 Value ($000) $4,356 Avg Close Range
Q3 2023
Shares 5,457 Value ($000) $965 Avg Close Range
Q2 2023
Shares 5,491 Value ($000) $1,028 Avg Close Range
Q1 2023
Shares 2,835 Value ($000) $506 Avg Close Range
Q4 2022
Shares 20,439 Value ($000) $3,564 Avg Close Range
Q3 2022
Shares 18,384 Value ($000) $3,032 Avg Close Range
Q2 2022
Shares 16,877 Value ($000) $2,895 Avg Close Range
Q1 2022
Shares 11,024 Value ($000) $2,193 Avg Close Range
Q4 2021
Shares 10,183 Value ($000) $2,200 Avg Close Range
Q3 2021
Shares 10,143 Value ($000) $2,242 Avg Close Range
Q2 2021
Shares 13,101 Value ($000) $2,966 Avg Close Range
Q1 2021
Shares 11,787 Value ($000) $2,601 Avg Close Range
Q4 2020
Shares 12,622 Value ($000) $2,622 Avg Close Range
Q3 2020
Shares 7,229 Value ($000) $1,105 Avg Close Range
Q2 2020
Shares 7,341 Value ($000) $1,045 Avg Close Range
Q1 2020
Shares 9,674 Value ($000) $1,032 Avg Close Range
Q4 2019
Shares 7,500 Value ($000) $1,240 Avg Close Range
Q3 2019
Shares 7,674 Value ($000) $1,134 Avg Close Range
Q2 2019
Shares 4,664 Value ($000) $729 Avg Close Range
Q1 2019
Shares 290,569 Value ($000) $44,483 Avg Close Range