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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

Tip: Access up to 7 years of quarterly data

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
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

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Rus 2000 Grw Etf (IWO)
Apple (AAPL)
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)
Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Foundation Wealth Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index