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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$266K	Hold	2,140	–	–	0.04%	144
2026 Q1	$228K	Hold	2,140	–	–	0.04%	151
2025 Q4	$253K	Hold	2,140	–	–	0.04%	148
2025 Q3	$251K	Hold	2,140	–	–	0.04%	142
2025 Q2	$227K	Hold	2,140	–	–	0.06%	88
2025 Q1	$193K	Hold	2,140	–	–	0.05%	85
2024 Q4	$215K	Hold	2,140	–	–	0.06%	83
2024 Q3	$201K	Hold	2,140	–	–	0.06%	81
2024 Q2	$195K	Hold	2,140	–	–	0.06%	78
2024 Q1	$180K	Hold	2,140	–	–	0.06%	81
2023 Q4	$162K	Buy	2,140 +72	+3%	+$5.09K	0.06%	83
2023 Q3	$138K	Hold	2,068	–	–	0.06%	88
2023 Q2	$142K	Hold	2,068	–	–	0.06%	81
2023 Q1	$126K	Hold	2,068	–	–	0.06%	86
2022 Q4	$111K	Hold	2,068	–	–	0.05%	97
2022 Q3	$109K	Hold	2,068	–	–	0.08%	86
2022 Q2	$113K	Buy	2,068 +960	+87%	+$57.6K	0.08%	80
2022 Q1	$77K	Hold	1,108	–	–	0.05%	94
2021 Q4	$85K	Sell	1,108 -320	-22%	-$23.7K	0.06%	92
2021 Q3	$98K	Hold	1,428	–	–	0.07%	82
2021 Q2	$97K	Hold	1,428	–	–	0.07%	77
2021 Q1	$87K	Buy	1,428 +64	+5%	+$3.9K	0.07%	73
2020 Q4	$82K	Buy	+1,364	New	+$77.6K	0.07%	72

Other funds holding IWF

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

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Ritter Daniher Financial Advisory held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,140 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #144.

Ritter Daniher Financial Advisory first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Ritter Daniher Financial Advisory held 2,140 shares of iShares Russell 1000 Growth ETF worth $266K as of Q2 2026.
Ritter Daniher Financial Advisory left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.04% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #144 holding.
Ritter Daniher Financial Advisory first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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