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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
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

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return