Ishares Morningstar shares owned by Founders Financial Alliance
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Founders Financial Alliance
from 13F filings
Historical chart of Founders Financial Alliance investment in Ishares Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Ishares Morningstar held by Founders Financial Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Morningstar by Founders Financial Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3k | 250 | 21.28 |
| 2025-06-30 | $8.3k | 400 | 20.76 |
| 2025-03-31 | $8.0k | 400 | 20.08 |
| 2024-12-31 | $7.8k | 400 | 19.48 |
| 2024-09-30 | $8.3k | 400 | 20.66 |
| 2024-06-30 | $7.9k | 400 | 19.84 |
| 2024-03-31 | $8.0k | 400 | 19.93 |
| 2023-12-31 | $8.0k | 400 | 20.12 |
| 2023-09-30 | $12k | 650 | 19.04 |
| 2023-06-30 | $13k | 650 | 19.52 |
| 2023-03-31 | $33k | 1.7k | 19.25 |
| 2022-12-31 | $32k | 1.7k | 18.98 |
| 2022-09-30 | $31k | 1.7k | 18.12 |
| 2022-06-30 | $62k | 3.2k | 19.68 |
| 2022-03-31 | $71k | 3.2k | 22.32 |
| 2021-12-31 | $76k | 3.2k | 23.89 |
| 2021-09-30 | $77k | 3.2k | 24.06 |
| 2021-06-30 | $75k | 3.2k | 23.50 |
| 2021-03-31 | $72k | 3.2k | 22.22 |
| 2020-12-31 | $78k | 3.3k | 23.92 |
| 2020-09-30 | $77k | 3.3k | 23.50 |
More positions owned by Founders Financial Alliance
View all positions for Founders Financial Alliance