iShares S&P 500 Value Index shares owned by Founders Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Founders Capital Management
from 13F filings
Historical chart of Founders Capital Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Founders Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $120k | 607 | 197.17 |
| 2024-06-30 | $213k | 1.2k | 182.01 |
| 2024-03-31 | $219k | 1.2k | 186.81 |
| 2023-12-31 | $220k | 1.3k | 173.89 |
| 2023-09-30 | $195k | 1.3k | 153.84 |
| 2023-06-30 | $204k | 1.3k | 161.19 |
| 2023-03-31 | $178k | 1.2k | 151.88 |
| 2022-12-31 | $170k | 1.2k | 145.05 |
| 2022-09-30 | $151k | 1.2k | 128.84 |
| 2022-06-30 | $170k | 1.2k | 137.32 |
| 2022-03-31 | $111k | 706 | 157.22 |
| 2021-12-31 | $111k | 706 | 157.22 |
| 2021-09-30 | $109k | 750 | 145.33 |
| 2021-06-30 | $111k | 750 | 148.00 |
| 2021-03-31 | $6.0k | 750 | 8.00 |
| 2020-12-31 | $119k | 930 | 127.96 |
| 2020-03-31 | $138k | 1.4k | 96.50 |
| 2019-12-31 | $186k | 1.4k | 130.07 |
| 2019-09-30 | $188k | 1.6k | 118.99 |
| 2019-06-30 | $184k | 1.6k | 116.46 |
| 2019-03-31 | $178k | 1.6k | 112.66 |
| 2018-12-31 | $160k | 1.6k | 101.27 |
| 2018-09-30 | $183k | 1.6k | 115.82 |
| 2018-06-30 | $174k | 1.6k | 110.13 |
| 2018-03-31 | $173k | 1.6k | 109.49 |
| 2017-12-31 | $180k | 1.6k | 113.92 |
| 2017-09-30 | $170k | 1.6k | 107.59 |
| 2017-06-30 | $166k | 1.6k | 105.06 |
| 2017-03-31 | $190k | 1.8k | 103.83 |
More positions owned by Founders Capital Management
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