Founders Capital Management (Texas)’s iShares S&P 500 Value ETF IVE Stock Holding History

Founders Capital Management (Texas)’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$145K	Buy	638 +31	+5%	+$6.92K	0.06%	74
2026 Q1	$128K	Hold	607	–	–	0.06%	72
2025 Q4	$129K	Hold	607	–	–	0.07%	72
2025 Q3	$125K	Hold	607	–	–	0.07%	71
2025 Q2	$119K	Hold	607	–	–	0.07%	70
2025 Q1	$116K	Hold	607	–	–	0.07%	71
2024 Q4	$116K	Hold	607	–	–	0.07%	68
2024 Q3	$120K	Sell	607 -565	-48%	-$107K	0.07%	73
2024 Q2	$213K	Hold	1,172	–	–	0.14%	49
2024 Q1	$219K	Sell	1,172 -95	-7%	-$16.9K	0.15%	52
2023 Q4	$220K	Hold	1,267	–	–	0.16%	49
2023 Q3	$195K	Hold	1,267	–	–	0.15%	49
2023 Q2	$204K	Buy	1,267 +95	+8%	+$14.6K	0.15%	56
2023 Q1	$178K	Hold	1,172	–	–	0.14%	62
2022 Q4	$170K	Hold	1,172	–	–	0.13%	65
2022 Q3	$151K	Sell	1,172 -66	-5%	-$9.35K	0.12%	68
2022 Q2	$170K	Buy	1,238 +532	+75%	+$78.5K	0.13%	67
2022 Q1	$111K	Hold	706	–	–	0.07%	85
2021 Q4	$111K	Sell	706 -44	-6%	-$6.69K	0.07%	85
2021 Q3	$109K	Hold	750	–	–	0.07%	84
2021 Q2	$111K	Hold	750	–	–	0.07%	75
2021 Q1	$106K	Sell	750 -180	-19%	-$24.2K	0.08%	71
2020 Q4	$119K	Buy	+930	New	+$112K	0.08%	69
2020 Q1	$138K	Hold	1,430	–	–	0.14%	51
2019 Q4	$186K	Sell	1,430 -150	-9%	-$18.7K	0.14%	53
2019 Q3	$188K	Hold	1,580	–	–	0.15%	54
2019 Q2	$184K	Hold	1,580	–	–	0.16%	57
2019 Q1	$178K	Hold	1,580	–	–	0.17%	58
2018 Q4	$160K	Hold	1,580	–	–	0.17%	61
2018 Q3	$183K	Hold	1,580	–	–	0.15%	67
2018 Q2	$174K	Hold	1,580	–	–	0.15%	70
2018 Q1	$173K	Hold	1,580	–	–	0.15%	81
2017 Q4	$180K	Hold	1,580	–	–	0.15%	81
2017 Q3	$170K	Hold	1,580	–	–	0.14%	85
2017 Q2	$166K	Sell	1,580 -250	-14%	-$26K	0.15%	79
2017 Q1	$190K	Buy	+1,830	New	+$190K	0.17%	78

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Founders Capital Management (Texas)'s IVE Position: Q2 2026 in Review

Founders Capital Management (Texas) increased its iShares S&P 500 Value ETF (IVE) stake by 5.1% in Q2 2026, buying an estimated $6.92K and bringing the position to 638 shares worth $145K. The position accounts for 0.06% of the portfolio, ranked #74.

Founders Capital Management (Texas) first reported a position in IVE in Q1 2017 and has held it in 36 quarters since. The position peaked at $220K in Q4 2023. 545 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Founders Capital Management (Texas) held 638 shares of iShares S&P 500 Value ETF worth $145K as of Q2 2026.
Founders Capital Management (Texas) bought 31 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $6.92K.
iShares S&P 500 Value ETF made up 0.06% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #74 holding.
Founders Capital Management (Texas) first reported a position in iShares S&P 500 Value ETF in Q1 2017 and has held it in 36 quarters since.
Founders Capital Management (Texas)'s iShares S&P 500 Value ETF position peaked at $220K in Q4 2023.
545 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.