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Ishares Tr shares owned by Foundation Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Foundation Wealth Management from 13F filings

Historical chart of Foundation Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Foundation Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Foundation Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $216k 9.8k 22.17

More positions owned by Foundation Wealth Management

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Rus 2000 Grw Etf (IWO)
Apple (AAPL)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds 27 Etf (IBDS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Eafe Sml Cp Etf (SCZ)

View all positions for Foundation Wealth Management

Top funds holding Ishares Tr

Bank of America Corporation
Capital Investment Advisors
Aptus Capital Advisors
Capital Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
Morgan Stanley
Gateway Advisory
Royal Bank of Canada
Sigma Investment Counselors
Us Bancorp
HighTower Advisors
Klingman & Associates
Monumental Financial Group
Venture Visionary Partners

View all funds holding Ishares Tr