iShares S&P 500 Value Index shares owned by Founders Financial Securities
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Founders Financial Securities
from 13F filings
Historical chart of Founders Financial Securities 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 Founders Financial Securities consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Founders Financial Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $619k | 3.0k | 206.51 |
| 2025-06-30 | $645k | 3.3k | 195.40 |
| 2025-03-31 | $602k | 3.3k | 182.48 |
| 2024-12-31 | $568k | 3.0k | 190.86 |
| 2024-09-30 | $589k | 3.0k | 197.20 |
| 2024-06-30 | $623k | 3.4k | 182.02 |
| 2024-03-31 | $549k | 2.9k | 186.82 |
| 2023-12-31 | $412k | 2.4k | 173.92 |
| 2023-09-30 | $350k | 2.3k | 153.83 |
| 2023-06-30 | $490k | 3.0k | 161.18 |
| 2023-03-31 | $452k | 3.0k | 151.77 |
| 2022-12-31 | $428k | 2.9k | 145.09 |
| 2022-09-30 | $380k | 3.0k | 128.68 |
| 2019-12-31 | $391k | 3.0k | 130.25 |
| 2016-06-30 | $16M | 171k | 92.90 |
| 2016-03-31 | $14M | 157k | 89.93 |
| 2015-12-31 | $14M | 162k | 88.53 |
More positions owned by Founders Financial Securities
View all positions for Founders Financial Securities