RDFA
Ritter Daniher Financial Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.1M | Sell |
468,694
-16,041
| -3% | -$995K | 7.14% | 5 |
|
|
2025
Q1 | $28.3M | Buy |
484,735
+15,628
| +3% | +$912K | 7.71% | 4 |
|
|
2024
Q4 | $29.2M | Buy |
469,107
+13,982
| +3% | +$871K | 8.25% | 3 |
|
|
2024
Q3 | $28.4M | Buy |
455,125
+9,054
| +2% | +$564K | 8.24% | 4 |
|
|
2024
Q2 | $26.1M | Sell |
446,071
-2,086
| -0.5% | -$122K | 8.32% | 4 |
|
|
2024
Q1 | $27.2M | Buy |
448,157
+360,216
| +410% | +$21.9M | 9.01% | 3 |
|
|
2023
Q4 | $24.4M | Buy |
87,941
+5,491
| +7% | +$1.52M | 9.04% | 4 |
|
|
2023
Q3 | $20.6M | Buy |
82,450
+2,523
| +3% | +$629K | 8.68% | 4 |
|
|
2023
Q2 | $20.9M | Buy |
79,927
+4,800
| +6% | +$1.26M | 8.66% | 4 |
|
|
2023
Q1 | $18.8M | Buy |
75,127
+6,211
| +9% | +$1.55M | 8.26% | 4 |
|
|
2022
Q4 | $16.7M | Buy |
68,916
+26,956
| +64% | +$6.52M | 7.94% | 4 |
|
|
2022
Q3 | $9.2M | Buy |
41,960
+242
| +0.6% | +$53.1K | 6.59% | 5 |
|
|
2022
Q2 | $9.44M | Buy |
41,718
+1,167
| +3% | +$264K | 6.71% | 5 |
|
|
2022
Q1 | $10.9M | Buy |
40,551
+1,415
| +4% | +$380K | 7.5% | 4 |
|
|
2021
Q4 | $11.1M | Buy |
39,136
+194
| +0.5% | +$54.9K | 7.39% | 4 |
|
|
2021
Q3 | $10.2M | Buy |
38,942
+164
| +0.4% | +$43.1K | 7.49% | 4 |
|
|
2021
Q2 | $10.4M | Buy |
38,778
+1,081
| +3% | +$291K | 7.75% | 3 |
|
|
2021
Q1 | $9.81M | Buy |
37,697
+613
| +2% | +$160K | 7.85% | 3 |
|
|
2020
Q4 | $8.52M | Buy |
+37,084
| New | +$8.52M | 7.4% | 4 |
|