iShares S&P 500 Value Index shares owned by Founders Financial Alliance
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Founders Financial Alliance
from 13F filings
Historical chart of Founders Financial Alliance investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Founders Financial Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $11M | 47k | 227.06 |
| 2026-03-31 | $261k | 1.2k | 211.15 |
| 2025-12-31 | $224k | 1.1k | 212.07 |
| 2025-09-30 | $257k | 1.2k | 206.51 |
| 2025-06-30 | $215k | 1.1k | 195.42 |
| 2025-03-31 | $305k | 1.6k | 190.58 |
| 2024-12-31 | $204k | 1.1k | 190.88 |
| 2024-09-30 | $211k | 1.1k | 197.17 |
| 2024-06-30 | $156k | 859 | 182.01 |
| 2024-03-31 | $161k | 859 | 186.81 |
| 2023-12-31 | $149k | 859 | 173.89 |
| 2023-09-30 | $132k | 859 | 153.84 |
| 2023-06-30 | $139k | 859 | 161.19 |
| 2023-03-31 | $120k | 792 | 151.76 |
| 2022-12-31 | $132k | 913 | 145.07 |
| 2022-09-30 | $155k | 1.2k | 128.52 |
| 2022-06-30 | $217k | 1.6k | 137.60 |
| 2022-03-31 | $188k | 1.2k | 155.89 |
| 2021-12-31 | $189k | 1.2k | 156.72 |
| 2021-09-30 | $177k | 1.2k | 146.76 |
| 2021-06-30 | $178k | 1.2k | 147.26 |
| 2021-03-31 | $505k | 3.4k | 150.72 |
| 2020-12-31 | $435k | 3.4k | 129.69 |
| 2020-09-30 | $379k | 3.4k | 113.01 |
More positions owned by Founders Financial Alliance
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