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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$532K	Sell	2,195 -14	-0.6%	-$3.26K	0.08%	101
2026 Q1	$472K	Buy	2,209 +14	+0.6%	+$3.07K	0.08%	106
2025 Q4	$462K	Buy	2,195 +78	+4%	+$16.1K	0.08%	101
2025 Q3	$431K	Hold	2,117	–	–	0.08%	110
2025 Q2	$411K	Buy	2,117 +275	+15%	+$50.9K	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%	+$9.11K	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%	-$18.7K	0.13%	60
2022 Q3	$260K	Hold	1,908	–	–	0.19%	56
2022 Q2	$277K	Buy	1,908 +270	+16%	+$42.2K	0.2%	53
2022 Q1	$272K	Hold	1,638	–	–	0.19%	51
2021 Q4	$275K	Sell	1,638 -60	-4%	-$9.83K	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%	+$11.6K	0.19%	43
2020 Q4	$208K	Buy	+1,518	New	+$195K	0.18%	50

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Ritter Daniher Financial Advisory reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.63% in Q2 2026, selling an estimated $3.26K and leaving 2,195 shares worth $532K. The position accounts for 0.08% of the portfolio, ranked #101.

Ritter Daniher Financial Advisory first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Ritter Daniher Financial Advisory held 2,195 shares of iShares Russell 1000 Value ETF worth $532K as of Q2 2026.
Ritter Daniher Financial Advisory sold 14 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $3.26K.
iShares Russell 1000 Value ETF made up 0.08% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #101 holding.
Ritter Daniher Financial Advisory first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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