RDFA
Ritter Daniher Financial Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Buy |
2,117
+275
| +15% | +$53.4K | 0.1% | 62 |
|
|
2025
Q1 | $347K | Hold |
1,842
| – | – | 0.09% | 64 |
|
|
2024
Q4 | $341K | Hold |
1,842
| – | – | 0.1% | 61 |
|
|
2024
Q3 | $350K | Hold |
1,842
| – | – | 0.1% | 61 |
|
|
2024
Q2 | $321K | Hold |
1,842
| – | – | 0.1% | 59 |
|
|
2024
Q1 | $330K | Hold |
1,842
| – | – | 0.11% | 60 |
|
|
2023
Q4 | $304K | Buy |
1,842
+59
| +3% | +$9.75K | 0.11% | 59 |
|
|
2023
Q3 | $271K | Hold |
1,783
| – | – | 0.11% | 58 |
|
|
2023
Q2 | $281K | Hold |
1,783
| – | – | 0.12% | 57 |
|
|
2023
Q1 | $272K | Hold |
1,783
| – | – | 0.12% | 56 |
|
|
2022
Q4 | $270K | Sell |
1,783
-125
| -7% | -$19K | 0.13% | 60 |
|
|
2022
Q3 | $260K | Hold |
1,908
| – | – | 0.19% | 56 |
|
|
2022
Q2 | $277K | Buy |
1,908
+270
| +16% | +$39.2K | 0.2% | 53 |
|
|
2022
Q1 | $272K | Hold |
1,638
| – | – | 0.19% | 51 |
|
|
2021
Q4 | $275K | Sell |
1,638
-60
| -4% | -$10.1K | 0.18% | 50 |
|
|
2021
Q3 | $266K | Hold |
1,698
| – | – | 0.19% | 48 |
|
|
2021
Q2 | $269K | Buy |
1,698
+100
| +6% | +$15.8K | 0.2% | 45 |
|
|
2021
Q1 | $242K | Buy |
1,598
+80
| +5% | +$12.1K | 0.19% | 43 |
|
|
2020
Q4 | $208K | Buy |
+1,518
| New | +$208K | 0.18% | 50 |
|