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iShares Russell 2000 Growth Index shares owned by Foundation Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Foundation Wealth Management from 13F filings

Historical chart of Foundation Wealth Management investment in iShares Russell 2000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Growth Index 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 Russell 2000 Growth Index by Foundation Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.7M 19k 252.22
2023-09-30 $4.7M 21k 224.15
2023-06-30 $4.4M 18k 242.67
2023-03-31 $4.2M 19k 226.82
2022-12-31 $5.7M 26k 214.51

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 Ibonds Dec2026 (Principal) (IBDR)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)
Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Foundation Wealth Management

Top funds holding iShares Russell 2000 Growth Index

Bank of America Corporation
Babson Capital Management
Tiaa Trust, National Association
Wells Fargo & Company
Cassaday & Co Wealth Management
Goldman Sachs Group
Commonwealth Equity Services
Pnc Financial Services
Cohen Klingenstein
UBS Group
Alliancebernstein
Us Bancorp
D.A. Davidson & Co.
M^T Bank Corporation
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Growth Index