Founders Capital Management (Texas)’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$109K | 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% | +$17.6K | 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 | +$69K | 0.05% | 107 |
|