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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.14M	Sell	10,326 -115	-1%	-$12.1K	0.17%	69
2026 Q1	$1.02M	Sell	10,441 -56	-0.5%	-$5.59K	0.17%	71
2025 Q4	$1.01M	Sell	10,497 -120	-1%	-$11.5K	0.17%	71
2025 Q3	$1.03M	Sell	10,617 -1,906	-15%	-$181K	0.18%	67
2025 Q2	$1.15M	Sell	12,523 -615	-5%	-$53.1K	0.28%	31
2025 Q1	$1.12M	Sell	13,138 -160	-1%	-$14.3K	0.3%	28
2024 Q4	$1.18M	Sell	13,298 -132	-1%	-$12K	0.33%	28
2024 Q3	$1.18M	Sell	13,430 -2	-0%	-$169	0.34%	25
2024 Q2	$1.09M	Sell	13,432 -337	-2%	-$27.4K	0.35%	26
2024 Q1	$1.16M	Sell	13,769 -618	-4%	-$49K	0.38%	22
2023 Q4	$1.12M	Buy	14,387 +1,290	+10%	+$91.6K	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%	-$30.2K	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%	+$3.37K	0.63%	20
2022 Q2	$907K	Buy	14,020 +11	+0.1%	+$783	0.65%	19
2022 Q1	$1.09M	Sell	14,009 -320	-2%	-$24.6K	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%	-$3.34K	0.84%	15
2021 Q1	$1.06M	Buy	14,372 +535	+4%	+$38.7K	0.85%	15
2020 Q4	$949K	Buy	+13,837	New	+$881K	0.82%	16

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Ritter Daniher Financial Advisory reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.1% in Q2 2026, selling an estimated $12.1K and leaving 10,326 shares worth $1.14M. The position accounts for 0.17% of the portfolio, ranked #69.

Ritter Daniher Financial Advisory first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.19M in Q4 2021. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Ritter Daniher Financial Advisory held 10,326 shares of iShares Russell Mid-Cap ETF worth $1.14M as of Q2 2026.
Ritter Daniher Financial Advisory sold 115 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $12.1K.
iShares Russell Mid-Cap ETF made up 0.17% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #69 holding.
Ritter Daniher Financial Advisory first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's iShares Russell Mid-Cap ETF position peaked at $1.19M in Q4 2021.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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