Founders Capital Management (Texas)’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Sell |
395
-223
| -36% | -$75.7K | 0.08% | 66 |
|
|
2025
Q1 | $190K | Hold |
618
| – | – | 0.12% | 55 |
|
|
2024
Q4 | $199K | Hold |
618
| – | – | 0.13% | 53 |
|
|
2024
Q3 | $194K | Hold |
618
| – | – | 0.12% | 54 |
|
|
2024
Q2 | $184K | Sell |
618
-35
| -5% | -$10.4K | 0.12% | 57 |
|
|
2024
Q1 | $188K | Hold |
653
| – | – | 0.13% | 56 |
|
|
2023
Q4 | $171K | Hold |
653
| – | – | 0.12% | 57 |
|
|
2023
Q3 | $153K | Hold |
653
| – | – | 0.12% | 56 |
|
|
2023
Q2 | $159K | Buy |
653
+125
| +24% | +$30.5K | 0.12% | 66 |
|
|
2023
Q1 | $119K | Buy |
+528
| New | +$119K | 0.09% | 83 |
|
|
2020
Q1 | $20K | Hold |
139
| – | – | 0.02% | 151 |
|
|
2019
Q4 | $25K | Hold |
139
| – | – | 0.02% | 157 |
|
|
2019
Q3 | $23K | Buy |
+139
| New | +$23K | 0.02% | 167 |
|