ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Foundations Investment Advisors, LLC's Holding History (CIK: 0001743404)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 81,204 Value ($000) $55,620 Avg Close — Range —
Q3 2025
Shares 74,258 Value ($000) $49,701 Avg Close — Range —
Q2 2025
Shares 89,394 Value ($000) $55,505 Avg Close — Range —
Q1 2025
Shares 262,634 Value ($000) $147,574 Avg Close — Range —
Q4 2024
Shares 237,301 Value ($000) $139,694 Avg Close — Range —
Q3 2024
Shares 226,236 Value ($000) $130,498 Avg Close — Range —
Q2 2024
Shares 273,664 Value ($000) $149,757 Avg Close — Range —
Q1 2024
Shares 285,704 Value ($000) $150,203 Avg Close — Range —
Q4 2023
Shares 399,781 Value ($000) $196,549 Avg Close — Range —
Q3 2023
Shares 304,693 Value ($000) $130,844 Avg Close — Range —
Q2 2023
Shares 282,910 Value ($000) $126,096 Avg Close — Range —
Q1 2023
Shares 208,135 Value ($000) $85,560 Avg Close — Range —
Q4 2022
Shares 149,020 Value ($000) $57,255 Avg Close — Range —
Q3 2022
Shares 129,613 Value ($000) $46,486 Avg Close — Range —
Q2 2022
Shares 101,657 Value ($000) $39,167 Avg Close — Range —
Q1 2022
Shares 68,180 Value ($000) $29,979 Avg Close — Range —
Q4 2021
Shares 39,230 Value ($000) $18,559 Avg Close — Range —
Q3 2021
Shares 36,812 Value ($000) $16,006 Avg Close — Range —
Q2 2021
Shares 32,279 Value ($000) $14,119 Avg Close — Range —
Q1 2021
Shares 22,621 Value ($000) $9,232 Avg Close — Range —
Q4 2020
Shares 6,848 Value ($000) $2,620 Avg Close — Range —
Q3 2020
Shares 2,264 Value ($000) $759 Avg Close — Range —
Q2 2020
Shares 1,001 Value ($000) $314 Avg Close — Range —
Q3 2018
Shares 7,211 Value ($000) $2,111 Avg Close — Range —
Q2 2018
Shares 1,538 Value ($000) $420 Avg Close — Range —