Foundations Investment Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History

Foundations Investment Advisors, LLC

$5.1 Billion
Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 1,823 shares of IWO stock, worth $531,987. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,823

Previous 20,956 91.3%

Holding current value

$531,987

Previous $6.03 Million 92.29%

% of portfolio

0.01%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$254.58 - $302.92 $4.87 Million - $5.8 Million	-19,133 Reduced 91.3%	1,823 $465,000
Q4 2024 Jan 22, 2025	BUY	$278.19 - $315.36 $5.43 Million - $6.16 Million	19,537 Added 1376.81%	20,956 $6.03 Million
Q3 2024 Oct 21, 2024	SELL	$256.4 - $289.78 $2.35 Million - $2.66 Million	-9,176 Reduced 86.61%	1,419 $402,000
Q2 2024 Aug 02, 2024	BUY	$245.29 - $268.7 $90,757 - $99,419	370 Added 3.62%	10,595 $2.78 Million
Q1 2024 May 13, 2024	BUY	$239.5 - $270.8 $968,298 - $1.09 Million	4,043 Added 65.4%	10,225 $2.77 Million
Q4 2023 Feb 08, 2024	BUY	$204.07 - $257.57 $1 Million - $1.26 Million	4,909 Added 385.62%	6,182 $1.56 Million
Q3 2023 Oct 05, 2023	BUY	$221.24 - $254.04 $281,638 - $323,392	1,273 New	1,273 $285,000
Q2 2019 Jul 08, 2019	SELL	$187.22 - $206.14 $14.4 Million - $15.8 Million	-76,671 Closed	0 $0
Q1 2019 Apr 08, 2019	BUY	$164.26 - $202.05 $12.6 Million - $15.5 Million	76,671 New	76,671 $15.1 Million

Others Institutions Holding IWO

# of Institutions

1,099

Shares Held

32.7M

Call Options Held

39.4K

Put Options Held

28K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

More about IWO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Account

Foundations Investment Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History