Founders Capital Management (Texas)’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $110K | Sell |
634
-220
| -26% | -$38.1K | 0.07% | 75 |
|
2025
Q1 | $120K | Sell |
854
-95
| -10% | -$13.3K | 0.08% | 66 |
|
2024
Q4 | $151K | Hold |
949
| – | – | 0.1% | 60 |
|
2024
Q3 | $144K | Hold |
949
| – | – | 0.09% | 65 |
|
2024
Q2 | $143K | Hold |
949
| – | – | 0.09% | 60 |
|
2024
Q1 | $128K | Hold |
949
| – | – | 0.09% | 65 |
|
2023
Q4 | $116K | Buy |
949
+334
| +54% | +$41K | 0.08% | 74 |
|
2023
Q3 | $64.5K | Hold |
615
| – | – | 0.05% | 111 |
|
2023
Q2 | $67K | Buy |
615
+315
| +105% | +$34.3K | 0.05% | 117 |
|
2023
Q1 | $28K | Hold |
300
| – | – | 0.02% | 194 |
|
2022
Q4 | $22K | Hold |
300
| – | – | 0.02% | 214 |
|
2022
Q3 | $22K | Hold |
300
| – | – | 0.02% | 207 |
|
2022
Q2 | $24K | Sell |
300
-300
| -50% | -$24K | 0.02% | 209 |
|
2022
Q1 | $69K | Hold |
600
| – | – | 0.04% | 105 |
|
2021
Q4 | $69K | Hold |
600
| – | – | 0.04% | 105 |
|
2021
Q3 | $61K | Hold |
600
| – | – | 0.04% | 110 |
|
2021
Q2 | $60K | Hold |
600
| – | – | 0.04% | 110 |
|
2021
Q1 | $53K | Hold |
600
| – | – | 0.04% | 108 |
|
2020
Q4 | $51K | Buy |
+600
| New | +$51K | 0.04% | 102 |
|
2020
Q1 | $31K | Hold |
600
| – | – | 0.03% | 124 |
|
2019
Q4 | $35K | Hold |
600
| – | – | 0.03% | 134 |
|
2019
Q3 | $31K | Hold |
600
| – | – | 0.02% | 146 |
|
2019
Q2 | $30K | Hold |
600
| – | – | 0.03% | 155 |
|
2019
Q1 | $29K | Hold |
600
| – | – | 0.03% | 155 |
|
2018
Q4 | $24K | Hold |
600
| – | – | 0.03% | 159 |
|
2018
Q3 | $29K | Hold |
600
| – | – | 0.02% | 153 |
|
2018
Q2 | $27K | Hold |
600
| – | – | 0.02% | 158 |
|
2018
Q1 | $25K | Hold |
600
| – | – | 0.02% | 194 |
|
2017
Q4 | $24K | Hold |
600
| – | – | 0.02% | 199 |
|
2017
Q3 | $22K | Hold |
600
| – | – | 0.02% | 197 |
|
2017
Q2 | $21K | Hold |
600
| – | – | 0.02% | 199 |
|
2017
Q1 | $20K | Buy |
+600
| New | +$20K | 0.02% | 209 |
|