Ownership history in Foundation Wealth Management, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Foundation Wealth Management, LLC reported a position in ISHARES TR (SCZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 25,396 | +4,988 | +24.4% | 1.30% | $2.0M | $77.53 |
| 2025 Q3 | REDUCED | 20,408 | -6,583 | -24.4% | 1.00% | $1.6M | $75.25 |
| 2025 Q2 | REDUCED | 26,991 | -5,006 | -15.6% | 1.37% | $2.0M | $71.29 |
| 2025 Q1 | ADDED | 31,997 | +3,407 | +11.9% | 1.59% | $2.0M | $61.39 |
| 2024 Q4 | REDUCED | 28,590 | -1,082 | -3.6% | 1.35% | $1.7M | $58.70 |
| 2024 Q3 | REDUCED | 29,672 | -2,059 | -6.5% | 1.52% | $2.0M | $64.15 |
| 2024 Q2 | REDUCED | 31,731 | -4,069 | -11.4% | 1.53% | $2.0M | $58.40 |
| 2024 Q1 | REDUCED | 35,800 | -2,868 | -7.4% | 1.85% | $2.3M | $59.16 |
| 2023 Q4 | REDUCED | 38,668 | -4,457 | -10.3% | 2.14% | $2.4M | $57.82 |
| 2023 Q3 | REDUCED | 43,125 | -5,817 | -11.9% | 2.43% | $2.4M | $52.04 |
As of 2025 Q4 — sorted by position size