Ritter Daniher Financial Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ritter Daniher Financial Advisory’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 Q2	$1.4M	Hold	10,201	–	–	0.21%	56
2026 Q1	$1.15M	Sell	10,201 -225	-2%	-$27.1K	0.2%	65
2025 Q4	$1.29M	Hold	10,426	–	–	0.22%	54
2025 Q3	$1.26M	Buy	10,426 +60	+0.6%	+$6.9K	0.22%	54
2025 Q2	$1.14M	Sell	10,366 -1,288	-11%	-$127K	0.28%	32
2025 Q1	$1.08M	Sell	11,654 -29	-0.2%	-$2.92K	0.3%	31
2024 Q4	$1.19M	Sell	11,683 -235	-2%	-$23.4K	0.33%	27
2024 Q3	$1.14M	Sell	11,918 -44	-0.4%	-$4.06K	0.33%	27
2024 Q2	$1.11M	Sell	11,962 -475	-4%	-$41K	0.35%	24
2024 Q1	$1.05M	Hold	12,437	–	–	0.35%	25
2023 Q4	$934K	Buy	12,437 +2,115	+20%	+$151K	0.35%	25
2023 Q3	$707K	Buy	10,322 +220	+2%	+$15.6K	0.3%	33
2023 Q2	$712K	Buy	10,102 +1,677	+20%	+$111K	0.29%	33
2023 Q1	$538K	Sell	8,425 -1,094	-11%	-$66.9K	0.24%	40
2022 Q4	$557K	Sell	9,519 -5,151	-35%	-$309K	0.27%	39
2022 Q3	$849K	Buy	14,670 +7,270	+98%	+$472K	0.61%	21
2022 Q2	$447K	Buy	7,400 +5,648	+322%	+$374K	0.32%	40
2022 Q1	$134K	Sell	1,752 -1,955	-53%	-$147K	0.09%	76
2021 Q4	$310K	Hold	3,707	–	–	0.21%	45
2021 Q3	$274K	Buy	3,707 +1,955	+112%	+$149K	0.2%	47
2021 Q2	$127K	Hold	1,752	–	–	0.09%	70
2021 Q1	$114K	Sell	1,752 -2,180	-55%	-$141K	0.09%	70
2020 Q4	$251K	Buy	+3,932	New	+$238K	0.22%	46

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ritter Daniher Financial Advisory's IVW Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 10,201 shares worth $1.4M. The position accounts for 0.21% of the portfolio, ranked #56.

Ritter Daniher Financial Advisory first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Ritter Daniher Financial Advisory held 10,201 shares of iShares S&P 500 Growth ETF worth $1.4M as of Q2 2026.
Ritter Daniher Financial Advisory left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.21% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #56 holding.
Ritter Daniher Financial Advisory first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.