Founders Financial Securities’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $947K | Sell |
7,884
-894
| -10% | -$108K | 0.05% | 304 |
|
|
2025
Q4 | $1.08M | Buy |
8,778
+1,918
| +28% | +$235K | 0.06% | 268 |
|
|
2025
Q3 | $828K | Sell |
6,860
-279
| -4% | -$32.1K | 0.06% | 273 |
|
|
2025
Q2 | $786K | Buy |
7,139
+1
| +0% | +$99 | 0.06% | 273 |
|
|
2025
Q1 | $671K | Buy |
7,138
+797
| +13% | +$80.3K | 0.06% | 274 |
|
|
2024
Q4 | $644K | Sell |
6,341
-106
| -2% | -$10.6K | 0.06% | 233 |
|
|
2024
Q3 | $617K | Sell |
6,447
-891
| -12% | -$82.3K | 0.06% | 236 |
|
|
2024
Q2 | $679K | Buy |
7,338
+954
| +15% | +$82.2K | 0.06% | 235 |
|
|
2024
Q1 | $539K | Buy |
6,384
+1,303
| +26% | +$105K | 0.06% | 253 |
|
|
2023
Q4 | $382K | Buy |
5,081
+289
| +6% | +$20.6K | 0.04% | 280 |
|
|
2023
Q3 | $328K | Sell |
4,792
-1,760
| -27% | -$125K | 0.04% | 258 |
|
|
2023
Q2 | $462K | Buy |
6,552
+88
| +1% | +$5.82K | 0.06% | 224 |
|
|
2023
Q1 | $413K | Buy |
6,464
+335
| +5% | +$20.5K | 0.06% | 224 |
|
|
2022
Q4 | $359K | Sell |
6,129
-302
| -5% | -$18.1K | 0.06% | 234 |
|
|
2022
Q3 | $372K | Buy |
+6,431
| New | +$418K | 0.07% | 208 |
|
|
2022
Q2 | – | Sell |
-10,728
| Closed | -$819K | – | 282 |
|
|
2022
Q1 | $819K | Buy |
10,728
+962
| +10% | +$72.3K | 0.15% | 132 |
|
|
2021
Q4 | $817K | Buy |
+9,766
| New | +$787K | 0.15% | 124 |
|
|
2021
Q1 | – | Sell |
-9,576
| Closed | -$611K | – | 259 |
|
|
2020
Q4 | $611K | Buy |
9,576
+532
| +6% | +$32.3K | 0.15% | 112 |
|
|
2020
Q3 | $522K | Sell |
9,044
-1,404
| -13% | -$79.5K | 0.17% | 89 |
|
|
2020
Q2 | $542K | Buy |
+10,448
| New | +$501K | 0.18% | 96 |
|
|
2020
Q1 | – | Sell |
-8,264
| Closed | -$400K | – | 145 |
|
|
2019
Q4 | $400K | Buy |
+8,264
| New | +$383K | 0.14% | 83 |
|
|
2017
Q3 | – | Sell |
-513,788
| Closed | -$17.6M | – | 97 |
|
|
2017
Q2 | $17.6M | Sell |
513,788
-57,544
| -10% | -$1.95M | 6.68% | 2 |
|
|
2017
Q1 | $18.8M | Sell |
571,332
-183,604
| -24% | -$5.89M | 7.14% | 2 |
|
|
2016
Q4 | $23M | Buy |
754,936
+396,444
| +111% | +$12M | 9.55% | 2 |
|
|
2016
Q3 | $10.9M | Buy |
358,492
+74,956
| +26% | +$2.27M | 4.66% | 4 |
|
|
2016
Q2 | $8.26M | Sell |
283,536
-208,924
| -42% | -$6.06M | 3.79% | 6 |
|
|
2016
Q1 | $14.3M | Sell |
492,460
-54,064
| -10% | -$1.49M | 6.71% | 3 |
|
|
2015
Q4 | $15.8M | Buy |
+546,524
| New | +$15.9M | 7.35% | 2 |
|
|
2015
Q2 | – | Sell |
-272,524
| Closed | -$7.76M | – | 78 |
|
|
2015
Q1 | $7.76M | Sell |
272,524
-226,216
| -45% | -$6.42M | 4.01% | 5 |
|
|
2014
Q4 | $13.9M | Buy |
498,740
+126,356
| +34% | +$3.45M | 8.32% | 3 |
|
|
2014
Q3 | $9.95M | Buy |
+372,384
| New | +$9.92M | 6.41% | 3 |
|
Other funds holding IVW
Founders Financial Securities's IVW Position: Q1 2026 in Review
Founders Financial Securities reduced its iShares S&P 500 Growth ETF (IVW) stake by 10% in Q1 2026, selling an estimated $108K and leaving 7,884 shares worth $947K. The position accounts for 0.05% of the portfolio, ranked #304.
Founders Financial Securities first reported a position in IVW in Q3 2014 and has held it in 31 quarters since. The position peaked at $23M in Q4 2016. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Founders Financial Securities held 7,884 shares of iShares S&P 500 Growth ETF worth $947K as of Q1 2026.
- Founders Financial Securities sold 894 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $108K.
- iShares S&P 500 Growth ETF made up 0.05% of Founders Financial Securities's portfolio in Q1 2026, its #304 holding.
- Founders Financial Securities first reported a position in iShares S&P 500 Growth ETF in Q3 2014 and has held it in 31 quarters since.
- Founders Financial Securities's iShares S&P 500 Growth ETF position peaked at $23M in Q4 2016.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.