iShares S&P 1500 Index Fund shares owned by Founders Financial Alliance
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Founders Financial Alliance
from 13F filings
Historical chart of Founders Financial Alliance investment in iShares S&P 1500 Index Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 1500 Index Fund held by Founders Financial Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Founders Financial Alliance
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $271k | 2.2k | 125.63 |
2024-06-30 | $258k | 2.2k | 118.79 |
2024-03-31 | $262k | 2.3k | 115.28 |
2023-12-31 | $112k | 1.1k | 105.23 |
2023-09-30 | $102k | 1.1k | 94.19 |
2023-06-30 | $106k | 1.1k | 97.84 |
2023-03-31 | $124k | 1.4k | 90.55 |
2022-12-31 | $134k | 1.6k | 84.80 |
2022-09-30 | $126k | 1.6k | 79.30 |
2022-06-30 | $141k | 1.7k | 83.98 |
2022-03-31 | $189k | 1.9k | 101.02 |
2021-12-31 | $200k | 1.9k | 106.89 |
2021-09-30 | $241k | 2.4k | 100.00 |
2021-06-30 | $256k | 2.6k | 98.90 |
2021-03-31 | $236k | 2.4k | 98.90 |
2020-12-31 | $221k | 2.5k | 87.11 |
2020-09-30 | $216k | 2.6k | 83.33 |
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