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iShares S&P 500 Index shares owned by Founders Financial Securities

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Founders Financial Securities from 13F filings

Historical chart of Founders Financial Securities investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Founders Financial Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Founders Financial Securities

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 24k 525.73
2023-12-31 $13M 26k 477.63
2023-09-30 $11M 25k 429.42
2023-06-30 $11M 25k 445.70
2023-03-31 $12M 28k 411.08
2022-12-31 $12M 31k 384.21
2022-09-30 $9.0M 25k 358.65
2022-06-30 $11M 29k 379.14
2022-03-31 $16M 34k 453.68
2021-12-31 $16M 32k 476.99
2021-09-30 $14M 32k 430.82
2021-06-30 $14M 33k 429.93
2021-03-31 $13M 32k 397.81
2020-12-31 $9.2M 24k 375.40
2020-09-30 $4.2M 13k 336.03
2020-06-30 $4.0M 13k 309.66
2020-03-31 $4.1M 16k 258.37
2019-12-31 $5.2M 16k 323.23
2019-09-30 $4.4M 15k 298.55
2019-06-30 $4.1M 14k 294.72
2019-03-31 $3.8M 13k 284.57
2018-12-31 $3.3M 13k 251.57
2018-09-30 $3.8M 13k 292.75
2018-06-30 $3.4M 12k 273.09
2018-03-31 $3.1M 12k 265.36
2017-12-31 $3.1M 12k 268.86
2017-09-30 $3.0M 12k 252.93
2017-06-30 $3.3M 13k 243.38
2017-03-31 $3.4M 15k 237.30
2016-12-31 $3.2M 14k 225.02
2016-09-30 $2.9M 13k 217.56
2016-06-30 $2.8M 14k 210.53
2016-03-31 $3.1M 15k 206.64
2015-12-31 $3.1M 15k 204.89
2015-09-30 $3.0M 15k 192.71
2015-06-30 $2.9M 14k 207.21
2015-03-31 $2.7M 13k 207.80
2014-12-31 $2.6M 13k 206.91
2014-09-30 $18M 89k 198.26
2014-06-30 $25M 128k 197.00
2014-03-31 $14M 75k 188.13
2013-12-31 $16M 85k 185.65

More positions owned by Founders Financial Securities

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Strategy Day Hagan Ned (SSUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Founders Financial Securities

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index