RDFA
Ritter Daniher Financial Advisory’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$16.5K | 0.09% | 67 |
|
|
2023
Q1 | $195K | Hold |
1,838
| – | – | 0.09% | 70 |
|
|
2022
Q4 | $194K | Sell |
1,838
-1,768
| -49% | -$186K | 0.09% | 72 |
|
|
2022
Q3 | $346K | Buy |
3,606
+1,543
| +75% | +$148K | 0.25% | 46 |
|
|
2022
Q2 | $210K | Hold |
2,063
| – | – | 0.15% | 61 |
|
|
2022
Q1 | $247K | Buy |
2,063
+253
| +14% | +$30.3K | 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% | +$12K | 0.16% | 52 |
|
|
2020
Q4 | $165K | Buy |
+1,700
| New | +$165K | 0.14% | 58 |
|