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Ishares Tr shares owned by Foundation Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBDW) 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
2025-12-31 $302k 14k 21.16

More positions owned by Foundation Wealth Management

Ishares Tr S&p 500 Grwt Etf (IVW)
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Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Rus 2000 Grw Etf (IWO)
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Ishares Tr Eafe Value Etf (EFV)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)
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Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Eafe Sml Cp Etf (SCZ)

View all positions for Foundation Wealth Management

Top funds holding Ishares Tr

Aptus Capital Advisors
Capital Investment Advisors
Capital Advisors
Venture Visionary Partners
Raymond James Financial
Sarver Vrooman Wealth Advisors
Wells Fargo & Company
Ameriprise Financial
Mercer Global Advisors
Summit Financial
Sigma Investment Counselors
UBS Group
Advisors Capital Management
Klingman & Associates
Golub Group

View all funds holding Ishares Tr