Ritter Daniher Financial Advisory’s iShares Russell 1000 ETF IWB Stock Holding History

Ritter Daniher Financial Advisory’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$211K	Sell	516 -26	-5%	-$10.3K	0.03%	164
2026 Q1	$193K	Sell	542 -5	-0.9%	-$1.86K	0.03%	162
2025 Q4	$204K	Hold	547	–	–	0.03%	163
2025 Q3	$200K	Hold	547	–	–	0.04%	162
2025 Q2	$186K	Hold	547	–	–	0.05%	96
2025 Q1	$168K	Hold	547	–	–	0.05%	94
2024 Q4	$176K	Buy	547 +400	+272%	+$130K	0.05%	89
2024 Q3	$46.2K	Sell	147 -64	-30%	-$19.4K	0.01%	163
2024 Q2	$62.8K	Sell	211 -26	-11%	-$7.46K	0.02%	134
2024 Q1	$68.3K	Hold	237	–	–	0.02%	128
2023 Q4	$62.2K	Sell	237 -20	-8%	-$4.9K	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%	+$1.75K	0.04%	118
2022 Q2	$52K	Sell	249 -2	-0.8%	-$452	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%	-$2.83K	0.05%	95
2021 Q1	$59K	Sell	263 -10	-4%	-$2.19K	0.05%	89
2020 Q4	$58K	Buy	+273	New	+$54.5K	0.05%	87

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Ritter Daniher Financial Advisory reduced its iShares Russell 1000 ETF (IWB) stake by 4.8% in Q2 2026, selling an estimated $10.3K and leaving 516 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #164.

Ritter Daniher Financial Advisory first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Ritter Daniher Financial Advisory held 516 shares of iShares Russell 1000 ETF worth $211K as of Q2 2026.
Ritter Daniher Financial Advisory sold 26 iShares Russell 1000 ETF shares in Q2 2026, an estimated $10.3K.
iShares Russell 1000 ETF made up 0.03% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #164 holding.
Ritter Daniher Financial Advisory first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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