Foundations Investment Advisors’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$424K	Sell	5,122 -635	-11%	-$55.7K	0.01%	766
2025 Q4	$531K	Sell	5,757 -380,060	-99%	-$33.9M	0.01%	698
2025 Q3	$34.6M	Sell	385,817 -119,679	-24%	-$10.5M	0.5%	53
2025 Q2	$43.3M	Buy	505,496 +20,565	+4%	+$1.63M	0.68%	38
2025 Q1	$38.1M	Buy	+484,931	New	+$39.1M	0.7%	32

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Foundations Investment Advisors's IYG Position: Q1 2026 in Review

Foundations Investment Advisors reduced its iShares US Financial Services ETF (IYG) stake by 11% in Q1 2026, selling an estimated $55.7K and leaving 5,122 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #766.

Foundations Investment Advisors first reported a position in IYG in Q1 2025 and has held it in 5 quarters since. The position peaked at $43.3M in Q2 2025. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

Foundations Investment Advisors held 5,122 shares of iShares US Financial Services ETF worth $424K as of Q1 2026.
Foundations Investment Advisors sold 635 iShares US Financial Services ETF shares in Q1 2026, an estimated $55.7K.
iShares US Financial Services ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #766 holding.
Foundations Investment Advisors first reported a position in iShares US Financial Services ETF in Q1 2025 and has held it in 5 quarters since.
Foundations Investment Advisors's iShares US Financial Services ETF position peaked at $43.3M in Q2 2025.
264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.