Foundation Wealth Management, LLC's ownership history for IYR

Foundation Wealth Management, LLC currently holds 16.2K shares with a market value of $1.6M. It started holding IYR on 2024-09-30. At its peak, it held 17.0K shares on 2024-09-30. Its highest holding value was $1.7M on 2024-09-30. At its lowest, it held 16.2K shares on 2025-06-30, with a value of $1.5M on 2025-06-30. In the recent 180 days, Foundation Wealth Management, LLC has decreased its shares by 517. In the recent year, Foundation Wealth Management, LLC has decreased its shares by 745.