RDFA
Ritter Daniher Financial Advisory’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
12,850
-579
| -4% | -$80.3K | 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% | +$17.1K | 0.46% | 21 |
|
|
2024
Q2 | $1.47M | Sell |
13,306
-131
| -1% | -$14.5K | 0.47% | 21 |
|
|
2024
Q1 | $1.53M | Sell |
13,437
-173
| -1% | -$19.7K | 0.51% | 18 |
|
|
2023
Q4 | $1.42M | Buy |
13,610
+79
| +0.6% | +$8.25K | 0.53% | 16 |
|
|
2023
Q3 | $1.24M | Hold |
13,531
| – | – | 0.52% | 16 |
|
|
2023
Q2 | $1.31M | Buy |
13,531
+37
| +0.3% | +$3.58K | 0.54% | 17 |
|
|
2023
Q1 | $1.23M | Hold |
13,494
| – | – | 0.54% | 17 |
|
|
2022
Q4 | $1.13M | Sell |
13,494
-2,860
| -17% | -$239K | 0.54% | 17 |
|
|
2022
Q3 | $1.28M | Sell |
16,354
-836
| -5% | -$65.6K | 0.92% | 15 |
|
|
2022
Q2 | $1.36M | Buy |
17,190
+730
| +4% | +$57.8K | 0.97% | 15 |
|
|
2022
Q1 | $1.65M | Buy |
16,460
+598
| +4% | +$60.1K | 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% | +$56.2K | 1.34% | 13 |
|
|
2021
Q1 | $1.57M | Sell |
15,366
-156
| -1% | -$15.9K | 1.25% | 13 |
|
|
2020
Q4 | $1.59M | Buy |
+15,522
| New | +$1.59M | 1.38% | 12 |
|