Ritter Daniher Financial Advisory’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $749K | Sell |
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|
2025
Q2 | $760K | Sell |
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|
2025
Q1 | $707K | Buy |
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|
2024
Q4 | $759K | Buy |
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|
2024
Q3 | $716K | Sell |
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|
2024
Q2 | $658K | Buy |
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|
2024
Q1 | $668K | Sell |
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|
2023
Q4 | $640K | Buy |
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|
2023
Q3 | $535K | Buy |
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|
2023
Q2 | $562K | Sell |
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|
2023
Q1 | $541K | Sell |
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|
2022
Q4 | $573K | Sell |
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|
2022
Q3 | $549K | Sell |
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|
2022
Q2 | $571K | Buy |
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|
2022
Q1 | $686K | Buy |
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|
2021
Q4 | $743K | Hold |
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|
2021
Q3 | $730K | Sell |
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|
2021
Q2 | $794K | Sell |
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|
2021
Q1 | $801K | Sell |
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|
2020
Q4 | $802K | Buy |
|