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

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