ISHARES TR

Ticker: IYR CUSIP: 464287739 Class: U.S. REAL ES ETF

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

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

Q4 2025
Shares 15,940 Value ($000) $1,499 Avg Close Range
Q3 2025
Shares 16,238 Value ($000) $1,576 Avg Close Range
Q2 2025
Shares 16,214 Value ($000) $1,536 Avg Close Range
Q1 2025
Shares 16,755 Value ($000) $1,604 Avg Close Range
Q4 2024
Shares 16,740 Value ($000) $1,558 Avg Close Range
Q3 2024
Shares 16,983 Value ($000) $1,730 Avg Close Range
Q2 2024
Shares 18,627 Value ($000) $1,634 Avg Close Range
Q1 2024
Shares 18,557 Value ($000) $1,668 Avg Close Range
Q4 2023
Shares 19,053 Value ($000) $1,741 Avg Close Range
Q3 2023
Shares 15,638 Value ($000) $1,222 Avg Close Range
Q2 2023
Shares 24,405 Value ($000) $2,112 Avg Close Range
Q1 2023
Shares 23,895 Value ($000) $2,029 Avg Close Range
Q4 2022
Shares 15,115 Value ($000) $1,272 Avg Close Range