Leonard Rickey Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Leonard Rickey Investment Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$358K	Hold	3,164	–	–	0.06%	84
2025 Q4	$390K	Hold	3,164	–	–	0.07%	81
2025 Q3	$382K	Hold	3,164	–	–	0.07%	80
2025 Q2	$348K	Buy	3,164 +22	+0.7%	+$2.18K	0.07%	80
2025 Q1	$286K	Sell	3,142 -200	-6%	-$20.2K	0.06%	81
2024 Q4	$339K	Sell	3,342 -1	-0%	-$100	0.08%	73
2024 Q3	$320K	Hold	3,343	–	–	0.07%	81
2024 Q2	$309K	Hold	3,343	–	–	0.07%	74
2024 Q1	$282K	Hold	3,343	–	–	0.07%	72
2023 Q4	$251K	Sell	3,343 -3	-0.1%	-$214	0.07%	70
2023 Q3	$229K	Buy	3,346 +330	+11%	+$23.4K	0.07%	72
2023 Q2	$213K	Buy	+3,016	New	+$199K	0.08%	69
2022 Q3	–	Sell	-3,317	Closed	-$200K	–	65
2022 Q2	$200K	Hold	3,317	–	–	0.09%	65
2022 Q1	$253K	Sell	3,317 -400	-11%	-$30.1K	0.1%	59
2021 Q4	$311K	Hold	3,717	–	–	0.11%	56
2021 Q3	$275K	Sell	3,717 -8	-0.2%	-$610	0.12%	57
2021 Q2	$280K	Sell	3,725 -300	-7%	-$20.8K	0.12%	58
2021 Q1	$262K	Sell	4,025 -23	-0.6%	-$1.49K	0.11%	57
2020 Q4	$258K	Hold	4,048	–	–	0.12%	55
2020 Q3	$234K	Sell	4,048 -1,288	-24%	-$72.9K	0.15%	52
2020 Q2	$277K	Buy	5,336 +12	+0.2%	+$575	0.18%	48
2020 Q1	$220K	Buy	5,324 +16	+0.3%	+$757	0.17%	55
2019 Q4	$257K	Hold	5,308	–	–	0.16%	64
2019 Q3	$239K	Buy	5,308 +4	+0.1%	+$181	0.16%	65
2019 Q2	$238K	Hold	5,304	–	–	0.16%	65
2019 Q1	$229K	Buy	+5,304	New	+$217K	0.17%	64
2018 Q4	–	Sell	-5,300	Closed	-$235K	–	72
2018 Q3	$235K	Hold	5,300	–	–	0.17%	58
2018 Q2	$215K	Hold	5,300	–	–	0.16%	57
2018 Q1	$205K	Buy	5,300 +60	+1%	+$2.39K	0.16%	59
2017 Q4	$200K	Buy	+5,240	New	+$196K	0.15%	62

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Leonard Rickey Investment Advisors's IVW Position: Q1 2026 in Review

Leonard Rickey Investment Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 3,164 shares worth $358K. The position accounts for 0.06% of the portfolio, ranked #84.

Leonard Rickey Investment Advisors first reported a position in IVW in Q4 2017 and has held it in 30 quarters since. The position peaked at $390K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Leonard Rickey Investment Advisors held 3,164 shares of iShares S&P 500 Growth ETF worth $358K as of Q1 2026.
Leonard Rickey Investment Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.06% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #84 holding.
Leonard Rickey Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 30 quarters since.
Leonard Rickey Investment Advisors's iShares S&P 500 Growth ETF position peaked at $390K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.