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 Q2	$317K	Sell	3,508 -1,614	-32%	-$142K	﹤0.01%	943
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 $13.5B AUM 21.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Foundations Investment Advisors's IYG Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares US Financial Services ETF (IYG) stake by 32% in Q2 2026, selling an estimated $142K and leaving 3,508 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Foundations Investment Advisors first reported a position in IYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $43.3M in Q2 2025. 263 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Foundations Investment Advisors held 3,508 shares of iShares US Financial Services ETF worth $317K as of Q2 2026.
Foundations Investment Advisors sold 1,614 iShares US Financial Services ETF shares in Q2 2026, an estimated $142K.
iShares US Financial Services ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #943 holding.
Foundations Investment Advisors first reported a position in iShares US Financial Services ETF in Q1 2025 and has held it in 6 quarters since.
Foundations Investment Advisors's iShares US Financial Services ETF position peaked at $43.3M in Q2 2025.
263 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.