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iShares S&P 500 Value Index shares owned by Founders Financial Securities

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Founders Financial Securities from 13F filings

Historical chart of Founders Financial Securities investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Founders Financial Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Founders Financial Securities

Quarter filed Position value Share count Share price at filing
2024-03-31 $549k 2.9k 186.82
2023-12-31 $412k 2.4k 173.92
2023-09-30 $350k 2.3k 153.83
2023-06-30 $490k 3.0k 161.18
2023-03-31 $452k 3.0k 151.77
2022-12-31 $428k 2.9k 145.09
2022-09-30 $380k 3.0k 128.68
2019-12-31 $391k 3.0k 130.25
2016-06-30 $16M 171k 92.90
2016-03-31 $14M 157k 89.93
2015-12-31 $14M 162k 88.53