Ritter Daniher Financial Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$846K	Sell	2,817 -77	-3%	-$21.6K	0.13%	80
2026 Q1	$718K	Sell	2,894 -202	-7%	-$52.1K	0.12%	84
2025 Q4	$762K	Hold	3,096	–	–	0.13%	82
2025 Q3	$749K	Sell	3,096 -427	-12%	-$98K	0.13%	80
2025 Q2	$760K	Sell	3,523 -22	-0.6%	-$4.43K	0.19%	46
2025 Q1	$707K	Buy	3,545 +111	+3%	+$24.1K	0.19%	41
2024 Q4	$759K	Buy	3,434 +193	+6%	+$44K	0.21%	41
2024 Q3	$716K	Sell	3,241 -4	-0.1%	-$856	0.21%	42
2024 Q2	$658K	Buy	3,245 +68	+2%	+$13.7K	0.21%	41
2024 Q1	$668K	Sell	3,177 -13	-0.4%	-$2.59K	0.22%	40
2023 Q4	$640K	Buy	3,190 +163	+5%	+$29.2K	0.24%	40
2023 Q3	$535K	Buy	3,027 +25	+0.8%	+$4.69K	0.23%	44
2023 Q2	$562K	Sell	3,002 -30	-1%	-$5.35K	0.23%	41
2023 Q1	$541K	Sell	3,032 -256	-8%	-$47.1K	0.24%	39
2022 Q4	$573K	Sell	3,288 -41	-1%	-$7.29K	0.27%	38
2022 Q3	$549K	Sell	3,329 -44	-1%	-$8.03K	0.39%	34
2022 Q2	$571K	Buy	3,373 +30	+0.9%	+$5.53K	0.41%	28
2022 Q1	$686K	Buy	3,343 +5	+0.1%	+$1.02K	0.47%	26
2021 Q4	$743K	Hold	3,338	–	–	0.5%	22
2021 Q3	$730K	Sell	3,338 -122	-4%	-$27K	0.53%	21
2021 Q2	$794K	Sell	3,460 -167	-5%	-$37.5K	0.59%	19
2021 Q1	$801K	Sell	3,627 -462	-11%	-$101K	0.64%	19
2020 Q4	$802K	Buy	+4,089	New	+$716K	0.7%	18

Other funds holding IWM

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Ritter Daniher Financial Advisory reduced its iShares Russell 2000 ETF (IWM) stake by 2.7% in Q2 2026, selling an estimated $21.6K and leaving 2,817 shares worth $846K. The position accounts for 0.13% of the portfolio, ranked #80.

Ritter Daniher Financial Advisory first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Ritter Daniher Financial Advisory held 2,817 shares of iShares Russell 2000 ETF worth $846K as of Q2 2026.
Ritter Daniher Financial Advisory sold 77 iShares Russell 2000 ETF shares in Q2 2026, an estimated $21.6K.
iShares Russell 2000 ETF made up 0.13% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #80 holding.
Ritter Daniher Financial Advisory first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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