Ritter Daniher Financial Advisory’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$151K	Hold	355	–	–	0.02%	187
2026 Q1	$132K	Sell	355 -80	-18%	-$30.9K	0.02%	197
2025 Q4	$168K	Hold	435	–	–	0.03%	182
2025 Q3	$165K	Hold	435	–	–	0.03%	171
2025 Q2	$153K	Hold	435	–	–	0.04%	104
2025 Q1	$138K	Hold	435	–	–	0.04%	101
2024 Q4	$145K	Hold	435	–	–	0.04%	98
2024 Q3	$142K	Hold	435	–	–	0.04%	101
2024 Q2	$134K	Hold	435	–	–	0.04%	95
2024 Q1	$131K	Hold	435	–	–	0.04%	101
2023 Q4	$119K	Buy	+435	New	+$111K	0.04%	104

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Ritter Daniher Financial Advisory held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 355 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #187.

Ritter Daniher Financial Advisory first reported a position in IWV in Q4 2023 and has held it in 11 quarters since. The position peaked at $168K in Q4 2025. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Ritter Daniher Financial Advisory held 355 shares of iShares Russell 3000 ETF worth $151K as of Q2 2026.
Ritter Daniher Financial Advisory left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.02% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #187 holding.
Ritter Daniher Financial Advisory first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
Ritter Daniher Financial Advisory's iShares Russell 3000 ETF position peaked at $168K in Q4 2025.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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