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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$43.3M	Buy	505,496 +20,565	+4%	+$1.76M	0.68%	38
2025 Q1	$38.1M	Buy	+484,931	New	+$38.1M	0.7%	32