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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-78	Closed	-$10.6K	–	359
2023 Q3	$10.6K	Hold	78	–	–	﹤0.01%	226
2023 Q2	$11K	Hold	78	–	–	﹤0.01%	213
2023 Q1	$10.7K	Hold	78	–	–	﹤0.01%	206
2022 Q4	$10.8K	Hold	78	–	–	0.01%	202
2022 Q3	$10K	Hold	78	–	–	0.01%	175
2022 Q2	$11K	Hold	78	–	–	0.01%	163
2022 Q1	$13K	Hold	78	–	–	0.01%	157
2021 Q4	$13K	Hold	78	–	–	0.01%	147
2021 Q3	$13K	Hold	78	–	–	0.01%	147
2021 Q2	$13K	Hold	78	–	–	0.01%	145
2021 Q1	$12K	Hold	78	–	–	0.01%	138
2020 Q4	$10K	Buy	+78	New	+$9.21K	0.01%	142

Other funds holding IWN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Board of Administration of Florida Retirement System Tallahassee, Florida $53.4B AUM 29.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ritter Daniher Financial Advisory's IWN Position: Q4 2023 in Review

Ritter Daniher Financial Advisory sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2023, closing a stake of 78 shares — an estimated $10.6K sold.

Ritter Daniher Financial Advisory first reported a position in IWN in Q4 2020 and held it in 12 quarters. The position peaked at $13K in Q1 2022. 971 funds tracked by Wall St. Rank hold IWN as of Q4 2023.

Ritter Daniher Financial Advisory reported no remaining iShares Russell 2000 Value ETF position as of Q4 2023 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 78 iShares Russell 2000 Value ETF shares in Q4 2023, an estimated $10.6K.
Ritter Daniher Financial Advisory first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and held it in 12 quarters.
Ritter Daniher Financial Advisory's iShares Russell 2000 Value ETF position peaked at $13K in Q1 2022.
971 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2023, filed 9 Feb 2024.