Leonard Rickey Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $382K | Hold |
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|
2025
Q2 | $348K | Buy |
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|
2025
Q1 | $286K | Sell |
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|
2024
Q4 | $339K | Sell |
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|
2024
Q3 | $320K | Hold |
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|
2024
Q2 | $309K | Hold |
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|
2024
Q1 | $282K | Hold |
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|
2023
Q4 | $251K | Sell |
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|
2023
Q3 | $229K | Buy |
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|
2023
Q2 | $213K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $200K | Hold |
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|
2022
Q1 | $253K | Sell |
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|
2021
Q4 | $311K | Hold |
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|
2021
Q3 | $275K | Sell |
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|
2021
Q2 | $280K | Sell |
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|
2021
Q1 | $262K | Sell |
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|
2020
Q4 | $258K | Hold |
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|
2020
Q3 | $234K | Sell |
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|
2020
Q2 | $277K | Buy |
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|
2020
Q1 | $220K | Buy |
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|
2019
Q4 | $257K | Hold |
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|
2019
Q3 | $239K | Buy |
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|
2019
Q2 | $238K | Hold |
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|
2019
Q1 | $229K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $235K | Hold |
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|
2018
Q2 | $215K | Hold |
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|
2018
Q1 | $205K | Buy |
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|
2017
Q4 | $200K | Buy |
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