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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

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Founders Financial Alliance

Quarter filed Position value Share count Share price at filing
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