Foundation Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History

Foundation Wealth Management, LLC

$129 Billion
Q4 2024

A detailed history of Foundation Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 16,660 shares of IWO stock, worth $4.61 Million. This represents 3.72% of its overall portfolio holdings.

Number of Shares

16,660

Previous 17,480 4.69%

Holding current value

$4.61 Million

Previous $4.96 Billion 3.43%

% of portfolio

3.72%

Previous 3.77%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$278.19 - $315.36 $228,115 - $258,595	-820 Reduced 4.69%	16,660 $4.79 Billion
Q3 2024 Oct 29, 2024	SELL	$256.4 - $289.78 $63,843 - $72,155	-249 Reduced 1.4%	17,480 $4.96 Billion
Q2 2024 Aug 13, 2024	SELL	$245.29 - $268.7 $129,267 - $141,604	-527 Reduced 2.89%	17,729 $4.65 Billion
Q1 2024 May 08, 2024	SELL	$239.5 - $270.8 $75,442 - $85,302	-315 Reduced 1.7%	18,256 $4.94 Billion
Q4 2023 Jan 24, 2024	SELL	$204.07 - $257.57 $474,870 - $599,365	-2,327 Reduced 11.14%	18,571 $4.68 Billion
Q3 2023 Oct 31, 2023	BUY	$221.24 - $254.04 $590,268 - $677,778	2,668 Added 14.64%	20,898 $4.68 Billion
Q2 2023 Jul 28, 2023	SELL	$219.8 - $242.66 $61,983 - $68,430	-282 Reduced 1.52%	18,230 $4.42 Billion
Q1 2023 Apr 18, 2023	SELL	$212.51 - $245.01 $1.68 Million - $1.93 Million	-7,893 Reduced 29.89%	18,512 $4.2 Billion
Q4 2022 Feb 21, 2023	BUY	$205.84 - $231.03 $5.44 Million - $6.1 Million	26,405 New	26,405 $5.66 Billion

Others Institutions Holding IWO

# of Institutions

1,162

Shares Held

35.3M

Call Options Held

174K

Put Options Held

60.5K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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Foundation Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History