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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$153K Hold
2025
Q1
$138K Hold
2024
Q4
$145K Hold
2024
Q3
$142K Hold
2024
Q2
$134K Hold
2024
Q1
$131K Hold
2023
Q4
$119K Buy