A detailed history of Foundation Wealth Management, Llc\Pa transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 21,255 shares of IWN stock, worth $3.71 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
21,255
Previous 23,087 7.94%
Holding current value
$3.71 Million
Previous $3.64 Billion 3.18%
% of portfolio
1.46%
Previous 1.58%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

SELL
$157.1 - $178.94 $287,807 - $327,818
-1,832 Reduced 7.94%
21,255 $3.76 Billion
Q1 2025

Apr 22, 2025

SELL
$149.27 - $169.4 $89,711 - $101,809
-601 Reduced 2.54%
23,087 $3.49 Billion
Q4 2024

Feb 11, 2025

BUY
$162.69 - $181.35 $3.85 Million - $4.3 Million
23,688 New
23,688 $3.89 Billion

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Foundation Wealth Management, Llc\Pa Portfolio

Follow Foundation Wealth Management, Llc\Pa and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundation Wealth Management, Llc\Pa, based on Form 13F filings with the SEC.

News

Stay updated on Foundation Wealth Management, Llc\Pa with notifications on news.