Founders Capital Management (Texas)’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Buy |
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|
2025
Q1 | $185K | Hold |
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|
2024
Q4 | $182K | Hold |
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|
2024
Q3 | $187K | Hold |
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|
2024
Q2 | $172K | Hold |
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|
2024
Q1 | $176K | Hold |
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|
2023
Q4 | $163K | Hold |
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|
2023
Q3 | $149K | Sell |
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|
2023
Q2 | $301K | Hold |
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|
2023
Q1 | $290K | Hold |
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|
2022
Q4 | $289K | Hold |
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|
2022
Q3 | $259K | Sell |
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|
2022
Q2 | $288K | Buy |
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|
2022
Q1 | $320K | Hold |
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|
2021
Q4 | $320K | Hold |
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|
2021
Q3 | $298K | Hold |
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|
2021
Q2 | $302K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3K | Buy |
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|
2018
Q3 | $3K | Hold |
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|
2018
Q2 | $3K | Hold |
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|
2018
Q1 | $3K | Hold |
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|
2017
Q4 | $3K | Hold |
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|
2017
Q3 | $3K | Buy |
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