Foundation Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Foundation Wealth Management, LLC

$156 Billion
Q3 2025

A detailed history of Foundation Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 38,271 shares of IWN stock, worth $6.77 Million. This represents 4.32% of its overall portfolio holdings.

Number of Shares

38,271

Previous 27,468 39.33%

Holding current value

$6.77 Million

Previous $4.33 Billion 56.16%

% of portfolio

4.32%

Previous 3.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$157.1 - $178.94 $1.7 Million - $1.93 Million	10,803 Added 39.33%	38,271 $6.77 Billion
Q2 2025 Jul 23, 2025	BUY	$131.84 - $157.76 $685,436 - $820,194	5,199 Added 23.35%	27,468 $4.33 Billion
Q1 2025 Apr 21, 2025	BUY	$149.27 - $169.4 $15,673 - $17,787	105 Added 0.47%	22,269 $3.36 Billion
Q4 2024 Feb 06, 2025	SELL	$162.69 - $181.35 $62,310 - $69,457	-383 Reduced 1.7%	22,164 $3.64 Billion
Q3 2024 Oct 29, 2024	SELL	$150.05 - $171.34 $16,055 - $18,333	-107 Reduced 0.47%	22,547 $3.76 Billion
Q2 2024 Aug 13, 2024	SELL	$146.03 - $158.93 $6,571 - $7,151	-45 Reduced 0.2%	22,654 $3.45 Billion
Q1 2024 May 08, 2024	BUY	$145.61 - $158.81 $80,085 - $87,345	550 Added 2.48%	22,699 $3.6 Billion
Q4 2023 Jan 24, 2024	BUY	$125.51 - $158.2 $226,294 - $285,234	1,803 Added 8.86%	22,149 $3.44 Billion
Q3 2023 Oct 31, 2023	SELL	$133.8 - $151.24 $105,434 - $119,177	-788 Reduced 3.73%	20,346 $2.76 Billion
Q2 2023 Jul 28, 2023	BUY	$128.93 - $142.33 $105,464 - $116,425	818 Added 4.03%	21,134 $2.98 Billion
Q1 2023 Apr 18, 2023	SELL	$130.78 - $156.96 $4,184 - $5,022	-32 Reduced 0.16%	20,316 $2.78 Billion
Q4 2022 Feb 21, 2023	BUY	$131.32 - $149.64 $2.67 Million - $3.04 Million	20,348 New	20,348 $2.82 Billion

Others Institutions Holding IWN

# of Institutions

1,116

Shares Held

56.1M

Call Options Held

337K

Put Options Held

19.7K

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About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
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Foundation Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History