Ritter Daniher Financial Advisory’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Hold |
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|
2025
Q1 | $250K | Hold |
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|
2024
Q4 | $257K | Hold |
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|
2024
Q3 | $263K | Hold |
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|
2024
Q2 | $240K | Hold |
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|
2024
Q1 | $249K | Hold |
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|
2023
Q4 | $231K | Hold |
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|
2023
Q3 | $207K | Hold |
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|
2023
Q2 | $218K | Buy |
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|
2023
Q1 | $195K | Hold |
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|
2022
Q4 | $194K | Sell |
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|
2022
Q3 | $346K | Buy |
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|
2022
Q2 | $210K | Hold |
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|
2022
Q1 | $247K | Buy |
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|
2021
Q4 | $222K | Hold |
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|
2021
Q3 | $205K | Hold |
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|
2021
Q2 | $208K | Hold |
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|
2021
Q1 | $198K | Buy |
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|
2020
Q4 | $165K | Buy |
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