Foundations Investment Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,716	Closed	-$203K	–	702
2023 Q3	$203K	Sell	2,716 -3,119	-53%	-$233K	0.01%	613
2023 Q2	$457K	Buy	+5,835	New	+$457K	0.02%	379