Ritter Daniher Financial Advisory’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.9M | Sell |
|
|||||
|
2025
Q2 | $17.8M | Sell |
|
|||||
|
2025
Q1 | $17.3M | Sell |
|
|||||
|
2024
Q4 | $19.4M | Sell |
|
|||||
|
2024
Q3 | $20.9M | Buy |
|
|||||
|
2024
Q2 | $18.8M | Buy |
|
|||||
|
2024
Q1 | $19.2M | Buy |
|
|||||
|
2023
Q4 | $18.4M | Buy |
|
|||||
|
2023
Q3 | $14.6M | Buy |
|
|||||
|
2023
Q2 | $14.9M | Buy |
|
|||||
|
2023
Q1 | $13.5M | Buy |
|
|||||
|
2022
Q4 | $11.9M | Buy |
|
|||||
|
2022
Q3 | $5.42M | Buy |
|
|||||
|
2022
Q2 | $5.54M | Buy |
|
|||||
|
2022
Q1 | $6.22M | Buy |
|
|||||
|
2021
Q4 | $6.25M | Sell |
|
|||||
|
2021
Q3 | $6.02M | Sell |
|
|||||
|
2021
Q2 | $6.35M | Sell |
|
|||||
|
2021
Q1 | $6.19M | Sell |
|
|||||
|
2020
Q4 | $6.21M | Buy |
|