RDFA
Ritter Daniher Financial Advisory’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $866K | Sell |
8,702
-186
| -2% | -$18.5K | 0.21% | 41 |
|
|
2025
Q1 | $866K | Sell |
8,888
-634
| -7% | -$61.8K | 0.24% | 38 |
|
|
2024
Q4 | $1.03M | Sell |
9,522
-246
| -3% | -$26.7K | 0.29% | 31 |
|
|
2024
Q3 | $1.05M | Buy |
9,768
+268
| +3% | +$28.9K | 0.31% | 29 |
|
|
2024
Q2 | $924K | Buy |
9,500
+106
| +1% | +$10.3K | 0.29% | 31 |
|
|
2024
Q1 | $965K | Buy |
9,394
+3
| +0% | +$308 | 0.32% | 27 |
|
|
2023
Q4 | $968K | Buy |
9,391
+2,887
| +44% | +$298K | 0.36% | 24 |
|
|
2023
Q3 | $580K | Buy |
6,504
+2,000
| +44% | +$178K | 0.25% | 41 |
|
|
2023
Q2 | $428K | Sell |
4,504
-1,225
| -21% | -$116K | 0.18% | 46 |
|
|
2023
Q1 | $536K | Buy |
5,729
+625
| +12% | +$58.5K | 0.24% | 41 |
|
|
2022
Q4 | $466K | Buy |
5,104
+1,271
| +33% | +$116K | 0.22% | 45 |
|
|
2022
Q3 | $316K | Sell |
3,833
-1,255
| -25% | -$103K | 0.23% | 49 |
|
|
2022
Q2 | $453K | Buy |
5,088
+51
| +1% | +$4.54K | 0.32% | 38 |
|
|
2022
Q1 | $516K | Buy |
5,037
+1,447
| +40% | +$148K | 0.36% | 32 |
|
|
2021
Q4 | $375K | Hold |
3,590
| – | – | 0.25% | 39 |
|
|
2021
Q3 | $361K | Sell |
3,590
-1,415
| -28% | -$142K | 0.26% | 38 |
|
|
2021
Q2 | $528K | Sell |
5,005
-599
| -11% | -$63.2K | 0.39% | 27 |
|
|
2021
Q1 | $565K | Sell |
5,604
-822
| -13% | -$82.9K | 0.45% | 23 |
|
|
2020
Q4 | $522K | Buy |
+6,426
| New | +$522K | 0.45% | 23 |
|