RDFA
Ritter Daniher Financial Advisory’s iShares S&P 100 ETF OEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Hold |
827
| – | – | 0.06% | 83 |
|
|
2025
Q1 | $224K | Sell |
827
-44
| -5% | -$11.9K | 0.06% | 84 |
|
|
2024
Q4 | $252K | Hold |
871
| – | – | 0.07% | 75 |
|
|
2024
Q3 | $241K | Hold |
871
| – | – | 0.07% | 76 |
|
|
2024
Q2 | $230K | Hold |
871
| – | – | 0.07% | 74 |
|
|
2024
Q1 | $215K | Buy |
871
+515
| +145% | +$127K | 0.07% | 75 |
|
|
2023
Q4 | $79.5K | Sell |
356
-89
| -20% | -$19.9K | 0.03% | 120 |
|
|
2023
Q3 | $89.3K | Hold |
445
| – | – | 0.04% | 111 |
|
|
2023
Q2 | $92.1K | Sell |
445
-1
| -0.2% | -$207 | 0.04% | 106 |
|
|
2023
Q1 | $83.4K | Hold |
446
| – | – | 0.04% | 108 |
|
|
2022
Q4 | $76.1K | Hold |
446
| – | – | 0.04% | 118 |
|
|
2022
Q3 | $72K | Hold |
446
| – | – | 0.05% | 100 |
|
|
2022
Q2 | $77K | Sell |
446
-293
| -40% | -$50.6K | 0.05% | 94 |
|
|
2022
Q1 | $154K | Buy |
+739
| New | +$154K | 0.11% | 66 |
|