Ritter Daniher Financial Advisory’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $917K | Sell |
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|
2025
Q2 | $866K | Sell |
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|
2025
Q1 | $866K | Sell |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $924K | Buy |
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|
2024
Q1 | $965K | Buy |
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|
2023
Q4 | $968K | Buy |
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|
2023
Q3 | $580K | Buy |
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|
2023
Q2 | $428K | Sell |
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|
2023
Q1 | $536K | Buy |
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|
2022
Q4 | $466K | Buy |
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|
2022
Q3 | $316K | Sell |
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|
2022
Q2 | $453K | Buy |
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|
2022
Q1 | $516K | Buy |
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|
2021
Q4 | $375K | Hold |
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|
2021
Q3 | $361K | Sell |
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|
2021
Q2 | $528K | Sell |
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|
2021
Q1 | $565K | Sell |
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|
2020
Q4 | $522K | Buy |
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