iShares S&P 500 Index shares owned by Founders Financial Alliance
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Founders Financial Alliance
from 13F filings
Historical chart of Founders Financial Alliance investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Founders Financial Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.6M | 14k | 669.33 |
| 2025-06-30 | $6.9M | 11k | 620.90 |
| 2025-03-31 | $6.2M | 11k | 561.90 |
| 2024-12-31 | $2.5M | 4.2k | 588.70 |
| 2024-09-30 | $2.2M | 3.9k | 576.81 |
| 2024-06-30 | $2.1M | 3.8k | 547.29 |
| 2024-03-31 | $1.9M | 3.6k | 525.71 |
| 2023-12-31 | $1.3M | 2.7k | 477.72 |
| 2023-09-30 | $1.2M | 2.7k | 429.47 |
| 2023-06-30 | $1.7M | 3.9k | 445.74 |
| 2023-03-31 | $902k | 2.2k | 409.11 |
| 2022-12-31 | $1.2M | 3.3k | 384.23 |
| 2022-09-30 | $1.5M | 4.3k | 358.75 |
| 2022-06-30 | $2.5M | 6.5k | 379.13 |
| 2022-03-31 | $1.9M | 4.2k | 453.73 |
| 2021-12-31 | $2.0M | 4.3k | 477.04 |
| 2021-09-30 | $1.8M | 4.2k | 430.00 |
| 2021-06-30 | $1.9M | 4.4k | 428.57 |
| 2021-03-31 | $2.4M | 6.2k | 392.16 |
| 2020-12-31 | $2.5M | 6.6k | 376.47 |
| 2020-09-30 | $2.2M | 6.6k | 337.50 |
More positions owned by Founders Financial Alliance
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