Founders Financial Securities’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.2M | Sell |
17,918
-1,132
| -6% | -$773K | 0.69% | 30 |
|
|
2025
Q4 | $13M | Buy |
19,050
+4,915
| +35% | +$3.34M | 0.77% | 28 |
|
|
2025
Q3 | $9.46M | Sell |
14,135
-227
| -2% | -$146K | 0.64% | 34 |
|
|
2025
Q2 | $8.92M | Sell |
14,362
-883
| -6% | -$507K | 0.68% | 33 |
|
|
2025
Q1 | $8.44M | Sell |
15,245
-5,766
| -27% | -$3.4M | 0.72% | 34 |
|
|
2024
Q4 | $12.4M | Sell |
21,011
-857
| -4% | -$507K | 1.12% | 21 |
|
|
2024
Q3 | $12.6M | Sell |
21,868
-4,057
| -16% | -$2.26M | 1.16% | 20 |
|
|
2024
Q2 | $14.2M | Buy |
25,925
+1,732
| +7% | +$911K | 1.34% | 17 |
|
|
2024
Q1 | $12.7M | Sell |
24,193
-1,994
| -8% | -$998K | 1.33% | 17 |
|
|
2023
Q4 | $12.5M | Buy |
26,187
+756
| +3% | +$338K | 1.39% | 15 |
|
|
2023
Q3 | $10.9M | Buy |
25,431
+277
| +1% | +$124K | 1.42% | 17 |
|
|
2023
Q2 | $11.2M | Sell |
25,154
-2,909
| -10% | -$1.23M | 1.48% | 15 |
|
|
2023
Q1 | $11.5M | Sell |
28,063
-2,869
| -9% | -$1.15M | 1.66% | 13 |
|
|
2022
Q4 | $11.9M | Buy |
30,932
+5,788
| +23% | +$2.23M | 1.87% | 7 |
|
|
2022
Q3 | $9.02M | Sell |
25,144
-3,906
| -13% | -$1.56M | 1.6% | 8 |
|
|
2022
Q2 | $11M | Sell |
29,050
-5,095
| -15% | -$2.1M | 2.15% | 7 |
|
|
2022
Q1 | $15.5M | Buy |
34,145
+1,731
| +5% | +$774K | 2.74% | 7 |
|
|
2021
Q4 | $15.5M | Buy |
32,414
+71
| +0.2% | +$32.7K | 2.78% | 8 |
|
|
2021
Q3 | $13.9M | Sell |
32,343
-344
| -1% | -$152K | 2.81% | 7 |
|
|
2021
Q2 | $14.1M | Buy |
32,687
+747
| +2% | +$313K | 2.79% | 5 |
|
|
2021
Q1 | $12.7M | Buy |
31,940
+7,553
| +31% | +$2.92M | 2.93% | 7 |
|
|
2020
Q4 | $9.15M | Buy |
24,387
+11,763
| +93% | +$4.19M | 2.19% | 11 |
|
|
2020
Q3 | $4.24M | Sell |
12,624
-429
| -3% | -$143K | 1.35% | 18 |
|
|
2020
Q2 | $4.04M | Sell |
13,053
-2,715
| -17% | -$797K | 1.31% | 19 |
|
|
2020
Q1 | $4.07M | Sell |
15,768
-431
| -3% | -$132K | 1.52% | 8 |
|
|
2019
Q4 | $5.24M | Buy |
16,199
+1,451
| +10% | +$449K | 1.77% | 19 |
|
|
2019
Q3 | $4.4M | Buy |
14,748
+806
| +6% | +$240K | 1.4% | 23 |
|
|
2019
Q2 | $4.11M | Buy |
13,942
+564
| +4% | +$163K | 1.35% | 28 |
|
|
2019
Q1 | $3.81M | Buy |
13,378
+185
| +1% | +$50.6K | 1.21% | 26 |
|
|
2018
Q4 | $3.32M | Buy |
13,193
+291
| +2% | +$79K | 1.2% | 21 |
|
|
2018
Q3 | $3.78M | Buy |
12,902
+459
| +4% | +$132K | 1.05% | 25 |
|
|
2018
Q2 | $3.4M | Buy |
12,443
+640
| +5% | +$174K | 1.05% | 25 |
|
|
2018
Q1 | $3.13M | Buy |
11,803
+191
| +2% | +$52.5K | 1.01% | 26 |
|
|
2017
Q4 | $3.12M | Sell |
11,612
-158
| -1% | -$41.4K | 1.04% | 25 |
|
|
2017
Q3 | $2.98M | Sell |
11,770
-1,608
| -12% | -$399K | 1.06% | 27 |
|
|
2017
Q2 | $3.26M | Sell |
13,378
-1,131
| -8% | -$273K | 1.24% | 22 |
|
|
2017
Q1 | $3.44M | Buy |
14,509
+119
| +0.8% | +$27.8K | 1.31% | 20 |
|
|
2016
Q4 | $3.24M | Buy |
14,390
+1,088
| +8% | +$239K | 1.35% | 19 |
|
|
2016
Q3 | $2.89M | Sell |
13,302
-150
| -1% | -$32.6K | 1.24% | 25 |
|
|
2016
Q2 | $2.83M | Sell |
13,452
-1,526
| -10% | -$318K | 1.3% | 28 |
|
|
2016
Q1 | $3.1M | Sell |
14,978
-347
| -2% | -$68.1K | 1.46% | 24 |
|
|
2015
Q4 | $3.14M | Sell |
15,325
-19
| -0.1% | -$3.92K | 1.46% | 23 |
|
|
2015
Q3 | $2.96M | Buy |
15,344
+1,334
| +10% | +$272K | 1.46% | 23 |
|
|
2015
Q2 | $2.9M | Buy |
14,010
+829
| +6% | +$176K | 1.44% | 22 |
|
|
2015
Q1 | $2.74M | Buy |
13,181
+644
| +5% | +$134K | 1.41% | 28 |
|
|
2014
Q4 | $2.59M | Sell |
12,537
-76,660
| -86% | -$15.5M | 1.55% | 17 |
|
|
2014
Q3 | $17.7M | Sell |
89,197
-38,634
| -30% | -$7.69M | 11.39% | 2 |
|
|
2014
Q2 | $25.2M | Buy |
127,831
+52,847
| +70% | +$10.1M | 16.89% | 2 |
|
|
2014
Q1 | $14.1K | Sell |
74,984
-10,025
| -12% | -$1.85M | 9.45% | 3 |
|
|
2013
Q4 | $15.8M | Buy |
+85,009
| New | +$15.1M | 13.24% | 2 |
|
Other funds holding IVV
Founders Financial Securities's IVV Position: Q1 2026 in Review
Founders Financial Securities reduced its iShares Core S&P 500 ETF (IVV) stake by 5.9% in Q1 2026, selling an estimated $773K and leaving 17,918 shares worth $12.2M. The position accounts for 0.69% of the portfolio, ranked #30.
Founders Financial Securities first reported a position in IVV in Q4 2013 and has held it in 50 quarters since. The position peaked at $25.2M in Q2 2014. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Founders Financial Securities held 17,918 shares of iShares Core S&P 500 ETF worth $12.2M as of Q1 2026.
- Founders Financial Securities sold 1,132 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $773K.
- iShares Core S&P 500 ETF made up 0.69% of Founders Financial Securities's portfolio in Q1 2026, its #30 holding.
- Founders Financial Securities first reported a position in iShares Core S&P 500 ETF in Q4 2013 and has held it in 50 quarters since.
- Founders Financial Securities's iShares Core S&P 500 ETF position peaked at $25.2M in Q2 2014.
- 3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.