RDFA
Ritter Daniher Financial Advisory’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Hold |
547
| – | – | 0.05% | 96 |
|
|
2025
Q1 | $168K | Hold |
547
| – | – | 0.05% | 94 |
|
|
2024
Q4 | $176K | Buy |
547
+400
| +272% | +$129K | 0.05% | 89 |
|
|
2024
Q3 | $46.2K | Sell |
147
-64
| -30% | -$20.1K | 0.01% | 163 |
|
|
2024
Q2 | $62.8K | Sell |
211
-26
| -11% | -$7.74K | 0.02% | 134 |
|
|
2024
Q1 | $68.3K | Hold |
237
| – | – | 0.02% | 128 |
|
|
2023
Q4 | $62.2K | Sell |
237
-20
| -8% | -$5.25K | 0.02% | 135 |
|
|
2023
Q3 | $60.4K | Hold |
257
| – | – | 0.03% | 132 |
|
|
2023
Q2 | $62.6K | Hold |
257
| – | – | 0.03% | 124 |
|
|
2023
Q1 | $57.9K | Hold |
257
| – | – | 0.03% | 126 |
|
|
2022
Q4 | $54.1K | Hold |
257
| – | – | 0.03% | 139 |
|
|
2022
Q3 | $51K | Buy |
257
+8
| +3% | +$1.59K | 0.04% | 118 |
|
|
2022
Q2 | $52K | Sell |
249
-2
| -0.8% | -$418 | 0.04% | 109 |
|
|
2022
Q1 | $63K | Hold |
251
| – | – | 0.04% | 104 |
|
|
2021
Q4 | $66K | Hold |
251
| – | – | 0.04% | 99 |
|
|
2021
Q3 | $61K | Hold |
251
| – | – | 0.04% | 102 |
|
|
2021
Q2 | $61K | Sell |
251
-12
| -5% | -$2.92K | 0.05% | 95 |
|
|
2021
Q1 | $59K | Sell |
263
-10
| -4% | -$2.24K | 0.05% | 89 |
|
|
2020
Q4 | $58K | Buy |
+273
| New | +$58K | 0.05% | 87 |
|