RDFA
Ritter Daniher Financial Advisory’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Sell |
162,650
-2,418
| -1% | -$264K | 4.37% | 7 |
|
|
2025
Q1 | $17.3M | Sell |
165,068
-3,370
| -2% | -$352K | 4.71% | 7 |
|
|
2024
Q4 | $19.4M | Sell |
168,438
-9,859
| -6% | -$1.14M | 5.48% | 6 |
|
|
2024
Q3 | $20.9M | Buy |
178,297
+2,389
| +1% | +$279K | 6.06% | 6 |
|
|
2024
Q2 | $18.8M | Buy |
175,908
+2,143
| +1% | +$229K | 5.98% | 6 |
|
|
2024
Q1 | $19.2M | Buy |
173,765
+3,522
| +2% | +$389K | 6.36% | 6 |
|
|
2023
Q4 | $18.4M | Buy |
170,243
+15,186
| +10% | +$1.64M | 6.83% | 6 |
|
|
2023
Q3 | $14.6M | Buy |
155,057
+5,100
| +3% | +$481K | 6.18% | 6 |
|
|
2023
Q2 | $14.9M | Buy |
149,957
+10,464
| +8% | +$1.04M | 6.19% | 6 |
|
|
2023
Q1 | $13.5M | Buy |
139,493
+13,439
| +11% | +$1.3M | 5.93% | 6 |
|
|
2022
Q4 | $11.9M | Buy |
126,054
+63,862
| +103% | +$6.04M | 5.68% | 6 |
|
|
2022
Q3 | $5.42M | Buy |
62,192
+2,217
| +4% | +$193K | 3.88% | 8 |
|
|
2022
Q2 | $5.54M | Buy |
59,975
+2,320
| +4% | +$214K | 3.94% | 8 |
|
|
2022
Q1 | $6.22M | Buy |
57,655
+3,055
| +6% | +$330K | 4.29% | 7 |
|
|
2021
Q4 | $6.25M | Sell |
54,600
-531
| -1% | -$60.8K | 4.17% | 7 |
|
|
2021
Q3 | $6.02M | Sell |
55,131
-1,035
| -2% | -$113K | 4.4% | 7 |
|
|
2021
Q2 | $6.35M | Sell |
56,166
-861
| -2% | -$97.3K | 4.72% | 7 |
|
|
2021
Q1 | $6.19M | Sell |
57,027
-10,509
| -16% | -$1.14M | 4.95% | 7 |
|
|
2020
Q4 | $6.21M | Buy |
+67,536
| New | +$6.21M | 5.39% | 7 |
|