RDFA
Ritter Daniher Financial Advisory’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Sell |
3,523
-22
| -0.6% | -$4.75K | 0.19% | 46 |
|
|
2025
Q1 | $707K | Buy |
3,545
+111
| +3% | +$22.1K | 0.19% | 41 |
|
|
2024
Q4 | $759K | Buy |
3,434
+193
| +6% | +$42.6K | 0.21% | 41 |
|
|
2024
Q3 | $716K | Sell |
3,241
-4
| -0.1% | -$884 | 0.21% | 42 |
|
|
2024
Q2 | $658K | Buy |
3,245
+68
| +2% | +$13.8K | 0.21% | 41 |
|
|
2024
Q1 | $668K | Sell |
3,177
-13
| -0.4% | -$2.73K | 0.22% | 40 |
|
|
2023
Q4 | $640K | Buy |
3,190
+163
| +5% | +$32.7K | 0.24% | 40 |
|
|
2023
Q3 | $535K | Buy |
3,027
+25
| +0.8% | +$4.42K | 0.23% | 44 |
|
|
2023
Q2 | $562K | Sell |
3,002
-30
| -1% | -$5.62K | 0.23% | 41 |
|
|
2023
Q1 | $541K | Sell |
3,032
-256
| -8% | -$45.7K | 0.24% | 39 |
|
|
2022
Q4 | $573K | Sell |
3,288
-41
| -1% | -$7.15K | 0.27% | 38 |
|
|
2022
Q3 | $549K | Sell |
3,329
-44
| -1% | -$7.26K | 0.39% | 34 |
|
|
2022
Q2 | $571K | Buy |
3,373
+30
| +0.9% | +$5.08K | 0.41% | 28 |
|
|
2022
Q1 | $686K | Buy |
3,343
+5
| +0.1% | +$1.03K | 0.47% | 26 |
|
|
2021
Q4 | $743K | Hold |
3,338
| – | – | 0.5% | 22 |
|
|
2021
Q3 | $730K | Sell |
3,338
-122
| -4% | -$26.7K | 0.53% | 21 |
|
|
2021
Q2 | $794K | Sell |
3,460
-167
| -5% | -$38.3K | 0.59% | 19 |
|
|
2021
Q1 | $801K | Sell |
3,627
-462
| -11% | -$102K | 0.64% | 19 |
|
|
2020
Q4 | $802K | Buy |
+4,089
| New | +$802K | 0.7% | 18 |
|