RDFA
Ritter Daniher Financial Advisory’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
13,248
+402
| +3% | +$49.7K | 0.4% | 23 |
|
|
2025
Q1 | $1.54M | Sell |
12,846
-78
| -0.6% | -$9.34K | 0.42% | 23 |
|
|
2024
Q4 | $1.61M | Sell |
12,924
-452
| -3% | -$56.5K | 0.46% | 24 |
|
|
2024
Q3 | $1.65M | Buy |
13,376
+250
| +2% | +$30.9K | 0.48% | 20 |
|
|
2024
Q2 | $1.49M | Buy |
13,126
+448
| +4% | +$50.8K | 0.47% | 20 |
|
|
2024
Q1 | $1.5M | Buy |
12,678
+727
| +6% | +$86K | 0.5% | 19 |
|
|
2023
Q4 | $1.36M | Buy |
11,951
+5,980
| +100% | +$682K | 0.51% | 17 |
|
|
2023
Q3 | $603K | Buy |
5,971
+2,357
| +65% | +$238K | 0.25% | 40 |
|
|
2023
Q2 | $387K | Sell |
3,614
-610
| -14% | -$65.3K | 0.16% | 50 |
|
|
2023
Q1 | $434K | Sell |
4,224
-649
| -13% | -$66.7K | 0.19% | 46 |
|
|
2022
Q4 | $491K | Sell |
4,873
-1,361
| -22% | -$137K | 0.23% | 44 |
|
|
2022
Q3 | $561K | Buy |
6,234
+1,599
| +34% | +$144K | 0.4% | 32 |
|
|
2022
Q2 | $438K | Buy |
4,635
+2,626
| +131% | +$248K | 0.31% | 41 |
|
|
2022
Q1 | $220K | Buy |
2,009
+1,265
| +170% | +$139K | 0.15% | 56 |
|
|
2021
Q4 | $82K | Hold |
744
| – | – | 0.05% | 93 |
|
|
2021
Q3 | $77K | Hold |
744
| – | – | 0.06% | 92 |
|
|
2021
Q2 | $78K | Hold |
744
| – | – | 0.06% | 86 |
|
|
2021
Q1 | $76K | Hold |
744
| – | – | 0.06% | 80 |
|
|
2020
Q4 | $64K | Buy |
+744
| New | +$64K | 0.06% | 81 |
|