RDFA
Ritter Daniher Financial Advisory’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
12,523
-615
| -5% | -$56.6K | 0.28% | 31 |
|
|
2025
Q1 | $1.12M | Sell |
13,138
-160
| -1% | -$13.6K | 0.3% | 28 |
|
|
2024
Q4 | $1.18M | Sell |
13,298
-132
| -1% | -$11.7K | 0.33% | 28 |
|
|
2024
Q3 | $1.18M | Sell |
13,430
-2
| -0% | -$176 | 0.34% | 25 |
|
|
2024
Q2 | $1.09M | Sell |
13,432
-337
| -2% | -$27.3K | 0.35% | 26 |
|
|
2024
Q1 | $1.16M | Sell |
13,769
-618
| -4% | -$52K | 0.38% | 22 |
|
|
2023
Q4 | $1.12M | Buy |
14,387
+1,290
| +10% | +$100K | 0.41% | 21 |
|
|
2023
Q3 | $907K | Hold |
13,097
| – | – | 0.38% | 21 |
|
|
2023
Q2 | $956K | Hold |
13,097
| – | – | 0.4% | 22 |
|
|
2023
Q1 | $916K | Sell |
13,097
-428
| -3% | -$29.9K | 0.4% | 23 |
|
|
2022
Q4 | $912K | Sell |
13,525
-544
| -4% | -$36.7K | 0.43% | 25 |
|
|
2022
Q3 | $874K | Buy |
14,069
+49
| +0.3% | +$3.04K | 0.63% | 20 |
|
|
2022
Q2 | $907K | Buy |
14,020
+11
| +0.1% | +$712 | 0.65% | 19 |
|
|
2022
Q1 | $1.09M | Sell |
14,009
-320
| -2% | -$25K | 0.75% | 16 |
|
|
2021
Q4 | $1.19M | Hold |
14,329
| – | – | 0.79% | 16 |
|
|
2021
Q3 | $1.12M | Hold |
14,329
| – | – | 0.82% | 15 |
|
|
2021
Q2 | $1.14M | Sell |
14,329
-43
| -0.3% | -$3.41K | 0.84% | 15 |
|
|
2021
Q1 | $1.06M | Buy |
14,372
+535
| +4% | +$39.6K | 0.85% | 15 |
|
|
2020
Q4 | $949K | Buy |
+13,837
| New | +$949K | 0.82% | 16 |
|