IVW β€” ISHARES TR

Ownership history in Foundation Wealth Management, LLC  Β·  13 quarters on record

AI Ownership Summary

Foundation Wealth Management, LLC reported ISHARES TR (IVW) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 28.69% in 2024 Q4. The latest visible filing shows IVW at 27.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Foundation Wealth Management, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IVW was reported at 27.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
28.69% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IVW stock page Foundation Wealth Management, LLC fund profile Foundation Wealth Management, LLC full holdings
How Foundation Wealth Management, LLC held IVW β€” position size vs. price
% of Fund (quarterly)    IVW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 336,363 -17,460 -4.9% 27.31% $41.5M 2026-02-14 (Est.) $118.91
2025 Q3 REDUCED 353,823 -9,630 -2.6% 27.30% $42.7M 2025-10-28 $125.33
2025 Q2 ADDED 363,453 +4,248 +1.2% 27.87% $40.0M 2025-07-23 $112.71
2025 Q1 REDUCED 359,205 -4,747 -1.3% 26.12% $33.3M 2025-04-22 $87.88
2024 Q4 REDUCED 363,952 -7,228 -1.9% 28.69% $37.0M 2025-02-07 $104.19
2024 Q3 REDUCED 371,180 -9,015 -2.4% 26.96% $35.5M 2024-10-29 $97.80
2024 Q2 REDUCED 380,195 -11,614 -3.0% 27.57% $35.2M 2024-08-13 $89.67
2024 Q1 ADDED 391,809 +12,146 +3.2% 26.97% $33.1M 2024-05-08 $83.68
2023 Q4 ADDED 379,663 +18,920 +5.2% 25.48% $28.5M 2024-01-24 $77.64
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IVW

As of 2025 Q4 β€” sorted by position size

Stegner Investment Associates Inc. 3Y 40.58% MJT & Associates Financial Advisory Group, Inc. 17.38% ENCOMPASS WEALTH ADVISORS, LLC 3Y 15.68% hemming& Wealth Management, Inc. 15.49% LVZ, Inc. 3Y 7Y 14.05% FINANCIAL LIFE ADVISORS 3Y 7Y 13.52% INSTRUMENTAL WEALTH, LLC 13.37% Coastline Complete Wealth LLC 13.08% SOFI WEALTH, LLC 3Y 12.93% Gallagher Capital Advisors, LLC 12.77%

FAQ About Foundation Wealth Management, LLC and IVW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Foundation Wealth Management, LLC reported owning IVW?

Foundation Wealth Management, LLC reported IVW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IVW position in Foundation Wealth Management, LLC's portfolio?

The largest reported portfolio weight for IVW was 28.69% in 2024 Q4.

What is the latest reported IVW position on this page?

The most recent filing on this page is 2025 Q4, when Foundation Wealth Management, LLC reported 336,363 shares, equal to 27.31% of portfolio, with an estimated market value of $41.5M.

What does the chart on this IVW ownership page compare?

The chart compares Foundation Wealth Management, LLC's quarterly IVW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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