Foundations Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Foundations Investment Advisors’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$128M	Buy
2025 Q1	$105M	Buy
2024 Q4	$94.2M	Buy
2024 Q3	$87M	Buy
2024 Q2	$74.4M	Buy
2024 Q1	$67M	Buy
2023 Q4	$58.5M	Buy
2023 Q3	$21.6M	Buy
2020 Q1	–	Sell
2019 Q4	$283K	Buy
2019 Q3	$252K	Buy