RFA
RTD Financial Advisors’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 | $8.84M | Sell |
88,873
-1,711
| -2% | -$170K | 1.13% | 32 |
|
|
2025
Q1 | $8.83M | Buy |
90,584
+667
| +0.7% | +$65K | 1.19% | 26 |
|
|
2024
Q4 | $9.77M | Buy |
89,917
+1,988
| +2% | +$216K | 1.25% | 25 |
|
|
2024
Q3 | $9.47M | Buy |
87,929
+822
| +0.9% | +$88.5K | 1.2% | 26 |
|
|
2024
Q2 | $8.47M | Buy |
87,107
+3,078
| +4% | +$299K | 1.14% | 28 |
|
|
2024
Q1 | $8.63M | Buy |
84,029
+1,580
| +2% | +$162K | 1.16% | 27 |
|
|
2023
Q4 | $8.5M | Sell |
82,449
-2,956
| -3% | -$305K | 1.19% | 27 |
|
|
2023
Q3 | $7.62M | Sell |
85,405
-1,389
| -2% | -$124K | 1.16% | 27 |
|
|
2023
Q2 | $8.25M | Buy |
86,794
+9,259
| +12% | +$880K | 1.2% | 25 |
|
|
2023
Q1 | $7.26M | Sell |
77,535
-732
| -0.9% | -$68.5K | 1.12% | 29 |
|
|
2022
Q4 | $7.15M | Buy |
78,267
+3,121
| +4% | +$285K | 1.17% | 25 |
|
|
2022
Q3 | $6.2M | Sell |
75,146
-9,580
| -11% | -$790K | 1.14% | 24 |
|
|
2022
Q2 | $7.54M | Sell |
84,726
-2,203
| -3% | -$196K | 1.16% | 25 |
|
|
2022
Q1 | $8.9M | Buy |
86,929
+507
| +0.6% | +$51.9K | 1.2% | 22 |
|
|
2021
Q4 | $9.03M | Buy |
+86,422
| New | +$9.03M | 1.18% | 22 |
|