Founders Capital Management (Texas)’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Buy |
1,007
+23
| +2% | +$4.47K | 0.12% | 56 |
|
|
2025
Q1 | $185K | Hold |
984
| – | – | 0.12% | 56 |
|
|
2024
Q4 | $182K | Hold |
984
| – | – | 0.12% | 56 |
|
|
2024
Q3 | $187K | Hold |
984
| – | – | 0.11% | 56 |
|
|
2024
Q2 | $172K | Hold |
984
| – | – | 0.11% | 58 |
|
|
2024
Q1 | $176K | Hold |
984
| – | – | 0.12% | 59 |
|
|
2023
Q4 | $163K | Hold |
984
| – | – | 0.12% | 60 |
|
|
2023
Q3 | $149K | Sell |
984
-920
| -48% | -$140K | 0.11% | 59 |
|
|
2023
Q2 | $301K | Hold |
1,904
| – | – | 0.22% | 46 |
|
|
2023
Q1 | $290K | Hold |
1,904
| – | – | 0.22% | 46 |
|
|
2022
Q4 | $289K | Hold |
1,904
| – | – | 0.22% | 48 |
|
|
2022
Q3 | $259K | Sell |
1,904
-86
| -4% | -$11.7K | 0.21% | 52 |
|
|
2022
Q2 | $288K | Buy |
1,990
+86
| +5% | +$12.4K | 0.23% | 48 |
|
|
2022
Q1 | $320K | Hold |
1,904
| – | – | 0.21% | 49 |
|
|
2021
Q4 | $320K | Hold |
1,904
| – | – | 0.21% | 49 |
|
|
2021
Q3 | $298K | Hold |
1,904
| – | – | 0.2% | 49 |
|
|
2021
Q2 | $302K | Buy |
+1,904
| New | +$302K | 0.2% | 49 |
|
|
2019
Q1 | – | Sell |
-25
| Closed | -$3K | – | 332 |
|
|
2018
Q4 | $3K | Buy |
25
+1
| +4% | +$120 | ﹤0.01% | 312 |
|
|
2018
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 294 |
|
|
2018
Q2 | $3K | Hold |
24
| – | – | ﹤0.01% | 302 |
|
|
2018
Q1 | $3K | Hold |
24
| – | – | ﹤0.01% | 343 |
|
|
2017
Q4 | $3K | Hold |
24
| – | – | ﹤0.01% | 336 |
|
|
2017
Q3 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 340 |
|