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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$573K	Buy	3,480 +136	+4%	+$21.5K	0.09%	96
2026 Q1	$487K	Buy	3,344 +225	+7%	+$33.4K	0.08%	104
2025 Q4	$440K	Buy	3,119 +1,581	+103%	+$221K	0.07%	107
2025 Q3	$215K	Sell	1,538 -450	-23%	-$61.5K	0.04%	156
2025 Q2	$263K	Hold	1,988	–	–	0.06%	79
2025 Q1	$250K	Hold	1,988	–	–	0.07%	80
2024 Q4	$257K	Hold	1,988	–	–	0.07%	74
2024 Q3	$263K	Hold	1,988	–	–	0.08%	73
2024 Q2	$240K	Hold	1,988	–	–	0.08%	70
2024 Q1	$249K	Hold	1,988	–	–	0.08%	70
2023 Q4	$231K	Hold	1,988	–	–	0.09%	71
2023 Q3	$207K	Hold	1,988	–	–	0.09%	69
2023 Q2	$218K	Buy	1,988 +150	+8%	+$15.8K	0.09%	67
2023 Q1	$195K	Hold	1,838	–	–	0.09%	70
2022 Q4	$194K	Sell	1,838 -1,768	-49%	-$185K	0.09%	72
2022 Q3	$346K	Buy	3,606 +1,543	+75%	+$165K	0.25%	46
2022 Q2	$210K	Hold	2,063	–	–	0.15%	61
2022 Q1	$247K	Buy	2,063 +253	+14%	+$29.8K	0.17%	54
2021 Q4	$222K	Hold	1,810	–	–	0.15%	54
2021 Q3	$205K	Hold	1,810	–	–	0.15%	56
2021 Q2	$208K	Hold	1,810	–	–	0.15%	56
2021 Q1	$198K	Buy	1,810 +110	+6%	+$11.5K	0.16%	52
2020 Q4	$165K	Buy	+1,700	New	+$153K	0.14%	58

Other funds holding IWS

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

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

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Ritter Daniher Financial Advisory increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 4.1% in Q2 2026, buying an estimated $21.5K and bringing the position to 3,480 shares worth $573K. The position accounts for 0.09% of the portfolio, ranked #96.

Ritter Daniher Financial Advisory first reported a position in IWS in Q4 2020 and has held it in 23 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Ritter Daniher Financial Advisory held 3,480 shares of iShares Russell Mid-Cap Value ETF worth $573K as of Q2 2026.
Ritter Daniher Financial Advisory bought 136 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $21.5K.
iShares Russell Mid-Cap Value ETF made up 0.09% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #96 holding.
Ritter Daniher Financial Advisory first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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