ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 2,032,167 Value ($000) $250,485 Avg Close — Range —
Q3 2025
Shares 1,887,453 Value ($000) $227,853 Avg Close — Range —
Q2 2025
Shares 1,829,233 Value ($000) $201,399 Avg Close — Range —
Q1 2025
Shares 1,616,055 Value ($000) $150,018 Avg Close — Range —
Q4 2024
Shares 1,444,022 Value ($000) $146,612 Avg Close — Range —
Q3 2024
Shares 1,429,126 Value ($000) $136,839 Avg Close — Range —
Q2 2024
Shares 1,248,891 Value ($000) $115,572 Avg Close — Range —
Q1 2024
Shares 1,020,349 Value ($000) $86,158 Avg Close — Range —
Q4 2023
Shares 676,020 Value ($000) $53,027 Avg Close — Range —
Q3 2023
Shares 617,204 Value ($000) $42,229 Avg Close — Range —
Q2 2023
Shares 4,581 Value ($000) $323 Avg Close — Range —
Q1 2023
Shares 4,179 Value ($000) $267 Avg Close — Range —
Q4 2022
Shares 3,540 Value ($000) $207 Avg Close — Range —
Q3 2022
Shares 3,673 Value ($000) $212 Avg Close — Range —
Q4 2021
Shares 2,645 Value ($000) $215 Avg Close — Range —
Q4 2019
Shares 1,424 Value ($000) $279 Avg Close — Range —
Q3 2019
Shares 1,415 Value ($000) $250 Avg Close — Range —
Q4 2018
Shares 3,316 Value ($000) $544 Avg Close — Range —