RDFA
Ritter Daniher Financial Advisory’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 | $1.14M | Sell |
10,366
-1,288
| -11% | -$142K | 0.28% | 32 |
|
|
2025
Q1 | $1.08M | Sell |
11,654
-29
| -0.2% | -$2.69K | 0.3% | 31 |
|
|
2024
Q4 | $1.19M | Sell |
11,683
-235
| -2% | -$23.9K | 0.33% | 27 |
|
|
2024
Q3 | $1.14M | Sell |
11,918
-44
| -0.4% | -$4.21K | 0.33% | 27 |
|
|
2024
Q2 | $1.11M | Sell |
11,962
-475
| -4% | -$44K | 0.35% | 24 |
|
|
2024
Q1 | $1.05M | Hold |
12,437
| – | – | 0.35% | 25 |
|
|
2023
Q4 | $934K | Buy |
12,437
+2,115
| +20% | +$159K | 0.35% | 25 |
|
|
2023
Q3 | $707K | Buy |
10,322
+220
| +2% | +$15.1K | 0.3% | 33 |
|
|
2023
Q2 | $712K | Buy |
10,102
+1,677
| +20% | +$118K | 0.29% | 33 |
|
|
2023
Q1 | $538K | Sell |
8,425
-1,094
| -11% | -$69.9K | 0.24% | 40 |
|
|
2022
Q4 | $557K | Sell |
9,519
-5,151
| -35% | -$301K | 0.27% | 39 |
|
|
2022
Q3 | $849K | Buy |
14,670
+7,270
| +98% | +$421K | 0.61% | 21 |
|
|
2022
Q2 | $447K | Buy |
7,400
+5,648
| +322% | +$341K | 0.32% | 40 |
|
|
2022
Q1 | $134K | Sell |
1,752
-1,955
| -53% | -$150K | 0.09% | 76 |
|
|
2021
Q4 | $310K | Hold |
3,707
| – | – | 0.21% | 45 |
|
|
2021
Q3 | $274K | Buy |
3,707
+1,955
| +112% | +$145K | 0.2% | 47 |
|
|
2021
Q2 | $127K | Hold |
1,752
| – | – | 0.09% | 70 |
|
|
2021
Q1 | $114K | Sell |
1,752
-2,180
| -55% | -$142K | 0.09% | 70 |
|
|
2020
Q4 | $251K | Buy |
+3,932
| New | +$251K | 0.22% | 46 |
|