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Investor's Fiduciary Advisor Network’s VanEck Retail ETF RTH Stock Holding History

Investor's Fiduciary Advisor Network’s Portfolio RTH Stock Details RTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$228K Hold
910
– – 0.07% 245
2025
Q4 		$227K Hold
910
– – 0.05% 255
2025
Q3 		$228K Hold
910
– – 0.08% 221
2025
Q2 		$217K Hold
910
– – 0.08% 206
2025
Q1 		$205K Hold
910
– – 0.1% 163
2024
Q4 		$204K Buy
+910
New +$205K 0.08% 194

Other funds holding RTH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Investor's Fiduciary Advisor Network's RTH Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network held its VanEck Retail ETF (RTH) position steady in Q1 2026 at 910 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #245.

Investor's Fiduciary Advisor Network first reported a position in RTH in Q4 2024 and has held it in 6 quarters since. 77 funds tracked by Wall St. Rank hold RTH as of Q1 2026.

  • Investor's Fiduciary Advisor Network held 910 shares of VanEck Retail ETF worth $228K as of Q1 2026.
  • Investor's Fiduciary Advisor Network left its VanEck Retail ETF share count unchanged in Q1 2026.
  • VanEck Retail ETF made up 0.07% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #245 holding.
  • Investor's Fiduciary Advisor Network first reported a position in VanEck Retail ETF in Q4 2024 and has held it in 6 quarters since.
  • 77 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.