IVE — ISHARES TR

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 (IVE). 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.

Peak position
26.59% (2024 Q3)
Avg. % of fund
22.73%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 181,515 -3,367 -1.8% 25.38% $38.6M $212.07
2025 Q3 ADDED 184,882 +7,086 +4.0% 24.40% $38.2M $205.55
2025 Q2 ADDED 177,796 +3,072 +1.8% 24.20% $34.7M $193.68
2025 Q1 ADDED 174,724 +1,506 +0.9% 26.08% $33.3M $188.09
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVE price (monthly, adj. close)

Other funds also holding IVE

As of 2025 Q4 — sorted by position size

LPWM LLC 3Y 17.62% LVZ, Inc. 3Y 7Y 14.04% Thoma Capital Management LLC 13.46% ENCOMPASS WEALTH ADVISORS, LLC 3Y 12.44% hemming& Wealth Management, Inc. 12.4% Powell Investment Advisors, LLC 3Y 11.36% Michelson Medical Research Foundation, Inc. 3Y 11.03% FINANCIAL LIFE ADVISORS 3Y 7Y 10.87% SOFI WEALTH, LLC 3Y 10.32% Signature Wealth Management Partners, LLC 3Y 10.17%
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