Ritter Daniher Financial Advisory’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.76M	Sell	12,012 -13	-0.1%	-$1.79K	0.27%	44
2026 Q1	$1.54M	Sell	12,025 -279	-2%	-$37.8K	0.26%	43
2025 Q4	$1.68M	Buy	12,304 +1,224	+11%	+$171K	0.28%	42
2025 Q3	$1.58M	Sell	11,080 -1,770	-14%	-$250K	0.28%	44
2025 Q2	$1.78M	Sell	12,850 -579	-4%	-$73.2K	0.44%	21
2025 Q1	$1.58M	Hold	13,429	–	–	0.43%	22
2024 Q4	$1.7M	Sell	13,429 -23	-0.2%	-$2.92K	0.48%	23
2024 Q3	$1.58M	Buy	13,452 +146	+1%	+$16.3K	0.46%	21
2024 Q2	$1.47M	Sell	13,306 -131	-1%	-$14.4K	0.47%	21
2024 Q1	$1.53M	Sell	13,437 -173	-1%	-$18.7K	0.51%	18
2023 Q4	$1.42M	Buy	13,610 +79	+0.6%	+$7.49K	0.53%	16
2023 Q3	$1.24M	Hold	13,531	–	–	0.52%	16
2023 Q2	$1.31M	Buy	13,531 +37	+0.3%	+$3.37K	0.54%	17
2023 Q1	$1.23M	Hold	13,494	–	–	0.54%	17
2022 Q4	$1.13M	Sell	13,494 -2,860	-17%	-$241K	0.54%	17
2022 Q3	$1.28M	Sell	16,354 -836	-5%	-$72K	0.92%	15
2022 Q2	$1.36M	Buy	17,190 +730	+4%	+$63.6K	0.97%	15
2022 Q1	$1.65M	Buy	16,460 +598	+4%	+$59.6K	1.14%	13
2021 Q4	$1.83M	Hold	15,862	–	–	1.22%	13
2021 Q3	$1.78M	Hold	15,862	–	–	1.3%	13
2021 Q2	$1.8M	Buy	15,862 +496	+3%	+$53K	1.34%	13
2021 Q1	$1.57M	Sell	15,366 -156	-1%	-$16.3K	1.25%	13
2020 Q4	$1.59M	Buy	+15,522	New	+$1.48M	1.38%	12

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Ritter Daniher Financial Advisory reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.11% in Q2 2026, selling an estimated $1.79K and leaving 12,012 shares worth $1.76M. The position accounts for 0.27% of the portfolio, ranked #44.

Ritter Daniher Financial Advisory first reported a position in IWP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.83M in Q4 2021. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Ritter Daniher Financial Advisory held 12,012 shares of iShares Russell Mid-Cap Growth ETF worth $1.76M as of Q2 2026.
Ritter Daniher Financial Advisory sold 13 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.79K.
iShares Russell Mid-Cap Growth ETF made up 0.27% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #44 holding.
Ritter Daniher Financial Advisory first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's iShares Russell Mid-Cap Growth ETF position peaked at $1.83M in Q4 2021.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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