iShares S&P 500 Value Index shares owned by Foundation Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Foundation Wealth Management
from 13F filings
Historical chart of Foundation Wealth Management investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Foundation Wealth Management 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 Foundation Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38M | 185k | 206.51 |
| 2025-06-30 | $35M | 178k | 195.42 |
| 2025-03-31 | $33M | 175k | 190.58 |
| 2024-12-31 | $33M | 173k | 190.88 |
| 2024-09-30 | $35M | 178k | 197.12 |
| 2024-06-30 | $32M | 175k | 182.01 |
| 2024-03-31 | $31M | 168k | 186.81 |
| 2023-12-31 | $27M | 157k | 173.89 |
| 2023-09-30 | $19M | 121k | 153.84 |
| 2023-06-30 | $18M | 109k | 161.19 |
| 2023-03-31 | $16M | 107k | 151.76 |
| 2022-12-31 | $16M | 107k | 145.07 |
More positions owned by Foundation Wealth Management
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