Founders Capital Management (Texas)’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Hold |
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|
2025
Q1 | $116K | Hold |
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|
2024
Q4 | $116K | Hold |
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|
2024
Q3 | $120K | Sell |
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|
2024
Q2 | $213K | Hold |
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|
2024
Q1 | $219K | Sell |
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|
2023
Q4 | $220K | Hold |
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|
2023
Q3 | $195K | Hold |
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|
2023
Q2 | $204K | Buy |
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|
2023
Q1 | $178K | Hold |
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|
2022
Q4 | $170K | Hold |
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|
2022
Q3 | $151K | Sell |
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|
2022
Q2 | $170K | Buy |
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|
2022
Q1 | $111K | Hold |
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|
2021
Q4 | $111K | Sell |
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|
2021
Q3 | $109K | Hold |
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|
2021
Q2 | $111K | Hold |
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|
2021
Q1 | $106K | Sell |
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|
2020
Q4 | $119K | Buy |
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|
2020
Q1 | $138K | Hold |
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|
2019
Q4 | $186K | Sell |
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|
2019
Q3 | $188K | Hold |
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|
2019
Q2 | $184K | Hold |
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|
2019
Q1 | $178K | Hold |
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|
2018
Q4 | $160K | Hold |
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|
2018
Q3 | $183K | Hold |
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|
2018
Q2 | $174K | Hold |
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|
2018
Q1 | $173K | Hold |
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|
2017
Q4 | $180K | Hold |
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|
2017
Q3 | $170K | Hold |
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|
2017
Q2 | $166K | Sell |
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|
2017
Q1 | $190K | Buy |
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