Ritter Daniher Financial Advisory’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 | $1.26M | Buy |
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|
2025
Q2 | $1.14M | Sell |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.19M | Sell |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.05M | Hold |
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|
2023
Q4 | $934K | Buy |
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|
2023
Q3 | $707K | Buy |
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|
2023
Q2 | $712K | Buy |
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|
2023
Q1 | $538K | Sell |
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|
2022
Q4 | $557K | Sell |
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|
2022
Q3 | $849K | Buy |
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|
2022
Q2 | $447K | Buy |
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|
2022
Q1 | $134K | Sell |
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|
2021
Q4 | $310K | Hold |
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|
2021
Q3 | $274K | Buy |
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|
2021
Q2 | $127K | Hold |
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|
2021
Q1 | $114K | Sell |
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|
2020
Q4 | $251K | Buy |
|