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iShares S&P 500 Value Index shares owned by Founders Grove Wealth Partners

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Founders Grove Wealth Partners from 13F filings

Historical chart of Founders Grove Wealth Partners 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 Grove Wealth Partners 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 Founders Grove Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.6M 27k 206.51
2025-06-30 $5.1M 26k 195.42
2025-03-31 $5.4M 28k 190.58
2024-12-31 $5.0M 26k 190.88

More positions owned by Founders Grove Wealth Partners

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard World Inf Tech Etf (VGT)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Select Sector Spdr Tr Technology (XLK)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Blackrock Etf Trust Ii Flexible Income (BINC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard World Consum Dis Etf (VCR)

View all positions for Founders Grove Wealth Partners

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