Ruggaard & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ruggaard & Associates’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
2025 Q2	–	Sell
2025 Q1	$377K	Hold
2024 Q4	$412K	Hold
2024 Q3	$389K	Buy
2024 Q2	$303K	Hold
2024 Q1	$276K	Hold
2023 Q4	$246K	Hold
2023 Q3	$224K	Sell
2023 Q2	$313K	Hold
2023 Q1	$283K	Buy