RDFA
Ritter Daniher Financial Advisory’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
18,614
-651
| -3% | -$59.2K | 0.42% | 22 |
|
|
2025
Q1 | $1.6M | Sell |
19,265
-458
| -2% | -$38.1K | 0.44% | 20 |
|
|
2024
Q4 | $1.79M | Sell |
19,723
-157
| -0.8% | -$14.3K | 0.51% | 21 |
|
|
2024
Q3 | $1.83M | Buy |
19,880
+1,095
| +6% | +$101K | 0.53% | 19 |
|
|
2024
Q2 | $1.66M | Sell |
18,785
-252
| -1% | -$22.2K | 0.53% | 18 |
|
|
2024
Q1 | $1.74M | Buy |
19,037
+3,822
| +25% | +$349K | 0.57% | 17 |
|
|
2023
Q4 | $1.21M | Buy |
15,215
+6,573
| +76% | +$521K | 0.45% | 18 |
|
|
2023
Q3 | $624K | Sell |
8,642
-396
| -4% | -$28.6K | 0.26% | 38 |
|
|
2023
Q2 | $678K | Hold |
9,038
| – | – | 0.28% | 35 |
|
|
2023
Q1 | $646K | Sell |
9,038
-768
| -8% | -$54.9K | 0.28% | 34 |
|
|
2022
Q4 | $670K | Sell |
9,806
-1,859
| -16% | -$127K | 0.32% | 35 |
|
|
2022
Q3 | $735K | Buy |
11,665
+4,123
| +55% | +$260K | 0.53% | 26 |
|
|
2022
Q2 | $481K | Buy |
+7,542
| New | +$481K | 0.34% | 35 |
|
|
2021
Q2 | – | Sell |
-1,805
| Closed | -$141K | – | 208 |
|
|
2021
Q1 | $141K | Buy |
+1,805
| New | +$141K | 0.11% | 61 |
|