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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.7K	Buy	+17	New	+$12.4K	0.01%	320
2024 Q3	–	Sell	-29	Closed	-$15.9K	–	384
2024 Q2	$15.9K	Hold	29	–	–	0.01%	253
2024 Q1	$15.2K	Hold	29	–	–	0.01%	253
2023 Q4	$13.9K	Hold	29	–	–	0.01%	262
2023 Q3	$12.5K	Hold	29	–	–	0.01%	274
2023 Q2	$12.9K	Hold	29	–	–	0.01%	283
2023 Q1	$12K	Hold	29	–	–	0.01%	296
2022 Q4	$11K	Hold	29	–	–	0.01%	294
2022 Q3	$10K	Sell	29 -55	-65%	-$22K	0.01%	297
2022 Q2	$32K	Buy	+84	New	+$34.6K	0.03%	174
2017 Q4	–	Sell	-680	Closed	-$172K	–	378
2017 Q3	$172K	Hold	680	–	–	0.14%	84
2017 Q2	$166K	Hold	680	–	–	0.15%	80
2017 Q1	$161K	Buy	+680	New	+$159K	0.14%	83

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

PAS

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Founders Capital Management (Texas) opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 17 shares worth $12.7K. The stake represents 0.01% of the portfolio and ranks #320 among its holdings. This is a return to the name: Founders Capital Management (Texas) previously reported a position in IVV as recently as Q2 2024.

Founders Capital Management (Texas) first reported a position in IVV in Q1 2017 and has held it in 13 quarters since. The position peaked at $172K in Q3 2017. 1,314 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Founders Capital Management (Texas) held 17 shares of iShares Core S&P 500 ETF worth $12.7K as of Q2 2026.
iShares Core S&P 500 ETF was a new Founders Capital Management (Texas) position in Q2 2026.
iShares Core S&P 500 ETF made up 0.01% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #320 holding.
Founders Capital Management (Texas) first reported a position in iShares Core S&P 500 ETF in Q1 2017 and has held it in 13 quarters since.
Founders Capital Management (Texas)'s iShares Core S&P 500 ETF position peaked at $172K in Q3 2017.
1,314 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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