Ownership history in RDA Financial Network · 28 quarters on record
This page tracks every 13F SEC filing in which RDA Financial Network reported a position in ISHARES TR (IJH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 65,554 | +697 | +1.1% | 1.04% | $4.3M | $65.85 |
| 2025 Q3 | REDUCED | 64,857 | -4,250 | -6.1% | 1.04% | $4.2M | $64.79 |
| 2025 Q2 | ADDED | 69,107 | +1,907 | +2.8% | 1.16% | $4.3M | $61.37 |
| 2025 Q1 | REDUCED | 67,200 | -108 | -0.2% | 1.17% | $3.9M | $57.56 |
| 2024 Q4 | ADDED | 67,308 | +1,259 | +1.9% | 1.22% | $4.2M | $61.30 |
| 2024 Q3 | ADDED | 66,049 | +7,245 | +12.3% | 1.28% | $4.1M | $61.06 |
| 2024 Q2 | REDUCED | 58,804 | -5 | -0.0% | 1.13% | $3.4M | $57.11 |
| 2024 Q1 | ADDED | 58,809 | +46,972 | +396.8% | 1.22% | $3.6M | $59.12 |
| 2023 Q4 | REDUCED | 11,837 | -82 | -0.7% | 1.24% | $3.3M | $53.81 |
| 2023 Q3 | ADDED | 11,919 | +24 | +0.2% | 1.29% | $3.0M | $48.20 |
As of 2025 Q4 — sorted by position size