RDFA
Ritter Daniher Financial Advisory’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
10,381
+519
| +5% | +$69.1K | 0.34% | 27 |
|
|
2025
Q1 | $1.23M | Sell |
9,862
-25
| -0.3% | -$3.11K | 0.33% | 27 |
|
|
2024
Q4 | $1.34M | Sell |
9,887
-355
| -3% | -$48.1K | 0.38% | 26 |
|
|
2024
Q3 | $1.43M | Buy |
10,242
+107
| +1% | +$14.9K | 0.42% | 23 |
|
|
2024
Q2 | $1.3M | Hold |
10,135
| – | – | 0.41% | 22 |
|
|
2024
Q1 | $1.32M | Buy |
10,135
+903
| +10% | +$118K | 0.44% | 21 |
|
|
2023
Q4 | $1.16M | Buy |
9,232
+3,085
| +50% | +$386K | 0.43% | 19 |
|
|
2023
Q3 | $674K | Sell |
6,147
-251
| -4% | -$27.5K | 0.28% | 35 |
|
|
2023
Q2 | $735K | Sell |
6,398
-1,817
| -22% | -$209K | 0.3% | 31 |
|
|
2023
Q1 | $903K | Sell |
8,215
-1,295
| -14% | -$142K | 0.4% | 24 |
|
|
2022
Q4 | $1.03M | Buy |
9,510
+1,223
| +15% | +$132K | 0.49% | 20 |
|
|
2022
Q3 | $843K | Buy |
8,287
+2,860
| +53% | +$291K | 0.6% | 23 |
|
|
2022
Q2 | $572K | Buy |
5,427
+4,355
| +406% | +$459K | 0.41% | 27 |
|
|
2022
Q1 | $134K | Buy |
1,072
+46
| +4% | +$5.75K | 0.09% | 75 |
|
|
2021
Q4 | $142K | Hold |
1,026
| – | – | 0.09% | 73 |
|
|
2021
Q3 | $133K | Hold |
1,026
| – | – | 0.1% | 72 |
|
|
2021
Q2 | $136K | Hold |
1,026
| – | – | 0.1% | 68 |
|
|
2021
Q1 | $132K | Sell |
1,026
-526
| -34% | -$67.7K | 0.11% | 64 |
|
|
2020
Q4 | $177K | Buy |
+1,552
| New | +$177K | 0.15% | 54 |
|