iShares S&P 500 Index shares owned by Foundations Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Foundations Investment Advisors
from 13F filings
Historical chart of Foundations Investment Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Foundations Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $197M | 400k | 491.64 |
| 2023-09-30 | $131M | 305k | 429.43 |
| 2023-06-30 | $126M | 283k | 445.71 |
| 2023-03-31 | $86M | 208k | 411.08 |
| 2022-12-31 | $57M | 149k | 384.21 |
| 2022-09-30 | $47M | 130k | 358.65 |
| 2022-06-30 | $39M | 102k | 385.29 |
| 2022-03-31 | $30M | 68k | 439.70 |
| 2021-12-31 | $19M | 39k | 473.08 |
| 2021-09-30 | $16M | 37k | 434.80 |
| 2021-06-30 | $14M | 32k | 437.41 |
| 2021-03-31 | $9.2M | 23k | 408.12 |
| 2020-12-31 | $2.6M | 6.8k | 382.59 |
| 2020-09-30 | $759k | 2.3k | 335.25 |
| 2020-06-30 | $314k | 1.0k | 313.69 |
| 2018-09-30 | $2.1M | 7.2k | 292.75 |
| 2018-06-30 | $420k | 1.5k | 273.08 |
More positions owned by Foundations Investment Advisors
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