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Ishares shares owned by Founders Financial Securities

Quarter-by-quarter ownership of Ishares (SLVP) shares owned by Founders Financial Securities from 13F filings

Historical chart of Founders Financial Securities investment in Ishares

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All positions including Ishares 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 by Founders Financial Securities

Quarter filed Position value Share count Share price at filing
2024-03-31 $316k 31k 10.16
2023-12-31 $309k 30k 10.18
2023-09-30 $266k 31k 8.57
2023-06-30 $326k 34k 9.66
2023-03-31 $400k 35k 11.46
2022-12-31 $371k 35k 10.51
2022-09-30 $317k 36k 8.94
2022-06-30 $142k 14k 9.88

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

Fielder Capital Group
180 Wealth Advisors
Jane Street
Bank of America Corporation
Visionary Wealth Advisors
Bank Of Montreal
Walkner Condon Financial Advisors
Lane Generational
Wealthfront Advisers
Citadel Advisors
Advisor Group Holdings
Founders Financial Securities
Johnson Investment Counsel
Evoke Wealth
GFG Capital

View all funds holding Ishares