LRIA
Leonard Rickey Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
3,164
+22
| +0.7% | +$2.42K | 0.07% | 80 |
|
|
2025
Q1 | $286K | Sell |
3,142
-200
| -6% | -$18.2K | 0.06% | 81 |
|
|
2024
Q4 | $339K | Sell |
3,342
-1
| -0% | -$102 | 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% | -$225 | 0.07% | 70 |
|
|
2023
Q3 | $229K | Buy |
3,346
+330
| +11% | +$22.6K | 0.07% | 72 |
|
|
2023
Q2 | $213K | Buy |
+3,016
| New | +$213K | 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% | -$30.5K | 0.1% | 59 |
|
|
2021
Q4 | $311K | Hold |
3,717
| – | – | 0.11% | 56 |
|
|
2021
Q3 | $275K | Sell |
3,717
-8
| -0.2% | -$592 | 0.12% | 57 |
|
|
2021
Q2 | $280K | Sell |
3,725
-300
| -7% | -$22.6K | 0.12% | 58 |
|
|
2021
Q1 | $262K | Sell |
4,025
-23
| -0.6% | -$1.5K | 0.11% | 57 |
|
|
2020
Q4 | $258K | Buy |
4,048
+3,036
| +300% | +$194K | 0.12% | 55 |
|
|
2020
Q3 | $234K | Sell |
1,012
-322
| -24% | -$74.5K | 0.15% | 52 |
|
|
2020
Q2 | $277K | Buy |
1,334
+3
| +0.2% | +$623 | 0.18% | 48 |
|
|
2020
Q1 | $220K | Buy |
1,331
+4
| +0.3% | +$661 | 0.17% | 55 |
|
|
2019
Q4 | $257K | Hold |
1,327
| – | – | 0.16% | 64 |
|
|
2019
Q3 | $239K | Buy |
1,327
+1
| +0.1% | +$180 | 0.16% | 65 |
|
|
2019
Q2 | $238K | Hold |
1,326
| – | – | 0.16% | 65 |
|
|
2019
Q1 | $229K | Buy |
+1,326
| New | +$229K | 0.17% | 64 |
|
|
2018
Q4 | – | Sell |
-1,325
| Closed | -$235K | – | 72 |
|
|
2018
Q3 | $235K | Hold |
1,325
| – | – | 0.17% | 58 |
|
|
2018
Q2 | $215K | Hold |
1,325
| – | – | 0.16% | 57 |
|
|
2018
Q1 | $205K | Buy |
1,325
+15
| +1% | +$2.32K | 0.16% | 59 |
|
|
2017
Q4 | $200K | Buy |
+1,310
| New | +$200K | 0.15% | 62 |
|