Ritter Daniher Financial Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $431K | Hold |
|
|||||
|
2025
Q2 | $411K | Buy |
|
|||||
|
2025
Q1 | $347K | Hold |
|
|||||
|
2024
Q4 | $341K | Hold |
|
|||||
|
2024
Q3 | $350K | Hold |
|
|||||
|
2024
Q2 | $321K | Hold |
|
|||||
|
2024
Q1 | $330K | Hold |
|
|||||
|
2023
Q4 | $304K | Buy |
|
|||||
|
2023
Q3 | $271K | Hold |
|
|||||
|
2023
Q2 | $281K | Hold |
|
|||||
|
2023
Q1 | $272K | Hold |
|
|||||
|
2022
Q4 | $270K | Sell |
|
|||||
|
2022
Q3 | $260K | Hold |
|
|||||
|
2022
Q2 | $277K | Buy |
|
|||||
|
2022
Q1 | $272K | Hold |
|
|||||
|
2021
Q4 | $275K | Sell |
|
|||||
|
2021
Q3 | $266K | Hold |
|
|||||
|
2021
Q2 | $269K | Buy |
|
|||||
|
2021
Q1 | $242K | Buy |
|
|||||
|
2020
Q4 | $208K | Buy |
|