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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44K	Buy	320 +67	+26%	+$8.85K	0.02%	168
2026 Q1	$28.6K	Hold	253	–	–	0.01%	205
2025 Q4	$31.2K	Buy	253 +3	+1%	+$367	0.02%	192
2025 Q3	$30.2K	Hold	250	–	–	0.02%	192
2025 Q2	$27.5K	Hold	250	–	–	0.02%	197
2025 Q1	$23.2K	Hold	250	–	–	0.02%	207
2024 Q4	$25.4K	Hold	250	–	–	0.02%	199
2024 Q3	$23.9K	Sell	250 -1,139	-82%	-$105K	0.01%	211
2024 Q2	$129K	Hold	1,389	–	–	0.08%	66
2024 Q1	$117K	Hold	1,389	–	–	0.08%	73
2023 Q4	$104K	Hold	1,389	–	–	0.08%	77
2023 Q3	$95K	Hold	1,389	–	–	0.07%	83
2023 Q2	$97.9K	Buy	1,389 +250	+22%	+$16.5K	0.07%	90
2023 Q1	$73K	Hold	1,139	–	–	0.06%	112
2022 Q4	$67K	Hold	1,139	–	–	0.05%	110
2022 Q3	$66K	Hold	1,139	–	–	0.05%	110
2022 Q2	$69K	Buy	+1,139	New	+$75.4K	0.05%	107

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Founders Capital Management (Texas) increased its iShares S&P 500 Growth ETF (IVW) stake by 26% in Q2 2026, buying an estimated $8.85K and bringing the position to 320 shares worth $44K. The position accounts for 0.02% of the portfolio, ranked #168.

Founders Capital Management (Texas) first reported a position in IVW in Q2 2022 and has held it in 17 quarters since. The position peaked at $129K in Q2 2024. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Founders Capital Management (Texas) held 320 shares of iShares S&P 500 Growth ETF worth $44K as of Q2 2026.
Founders Capital Management (Texas) bought 67 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $8.85K.
iShares S&P 500 Growth ETF made up 0.02% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #168 holding.
Founders Capital Management (Texas) first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and has held it in 17 quarters since.
Founders Capital Management (Texas)'s iShares S&P 500 Growth ETF position peaked at $129K in Q2 2024.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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