RDFA
Ritter Daniher Financial Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Hold |
535
| – | – | 0.06% | 88 |
|
|
2025
Q1 | $193K | Hold |
535
| – | – | 0.05% | 85 |
|
|
2024
Q4 | $215K | Hold |
535
| – | – | 0.06% | 83 |
|
|
2024
Q3 | $201K | Hold |
535
| – | – | 0.06% | 81 |
|
|
2024
Q2 | $195K | Hold |
535
| – | – | 0.06% | 78 |
|
|
2024
Q1 | $180K | Hold |
535
| – | – | 0.06% | 81 |
|
|
2023
Q4 | $162K | Buy |
535
+18
| +3% | +$5.46K | 0.06% | 83 |
|
|
2023
Q3 | $138K | Hold |
517
| – | – | 0.06% | 88 |
|
|
2023
Q2 | $142K | Hold |
517
| – | – | 0.06% | 81 |
|
|
2023
Q1 | $126K | Hold |
517
| – | – | 0.06% | 86 |
|
|
2022
Q4 | $111K | Hold |
517
| – | – | 0.05% | 97 |
|
|
2022
Q3 | $109K | Hold |
517
| – | – | 0.08% | 86 |
|
|
2022
Q2 | $113K | Buy |
517
+240
| +87% | +$52.5K | 0.08% | 80 |
|
|
2022
Q1 | $77K | Hold |
277
| – | – | 0.05% | 94 |
|
|
2021
Q4 | $85K | Sell |
277
-80
| -22% | -$24.5K | 0.06% | 92 |
|
|
2021
Q3 | $98K | Hold |
357
| – | – | 0.07% | 82 |
|
|
2021
Q2 | $97K | Hold |
357
| – | – | 0.07% | 77 |
|
|
2021
Q1 | $87K | Buy |
357
+16
| +5% | +$3.9K | 0.07% | 73 |
|
|
2020
Q4 | $82K | Buy |
+341
| New | +$82K | 0.07% | 72 |
|