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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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