RDFA
Ritter Daniher Financial Advisory’s iShares Russell 3000 ETF IWV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
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 | +$119K | 0.04% | 104 |
|