Foundations Investment Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,885	Closed	-$313K	–	1211
2025 Q4	$313K	Buy	+1,885	New	+$310K	﹤0.01%	878
2025 Q2	–	Sell	-5,412	Closed	-$737K	–	970
2025 Q1	$737K	Sell	5,412 -1,737	-24%	-$249K	0.01%	477
2024 Q4	$1.02M	Buy	7,149 +902	+14%	+$130K	0.02%	393
2024 Q3	$872K	Sell	6,247 -2,890	-32%	-$389K	0.02%	385
2024 Q2	$1.21M	Buy	9,137 +7,528	+468%	+$960K	0.03%	307
2024 Q1	$206K	Buy	+1,609	New	+$196K	0.01%	674

Other funds holding IYY

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Foundations Investment Advisors sold out of iShares Dow Jones US ETF (IYY) in Q1 2026, closing a stake of 1,885 shares — an estimated $313K sold.

Foundations Investment Advisors first reported a position in IYY in Q1 2024 and held it in 6 quarters. The position peaked at $1.21M in Q2 2024. 279 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Foundations Investment Advisors reported no remaining iShares Dow Jones US ETF position as of Q1 2026 after selling out during the quarter.
Foundations Investment Advisors sold 1,885 iShares Dow Jones US ETF shares in Q1 2026, an estimated $313K.
Foundations Investment Advisors first reported a position in iShares Dow Jones US ETF in Q1 2024 and held it in 6 quarters.
Foundations Investment Advisors's iShares Dow Jones US ETF position peaked at $1.21M in Q2 2024.
279 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

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