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Richwood Investment Advisors, LLC Historic Quarter Change: USA ETF, Reduced

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Richwood Investment Advisors, LLC historic quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Richwood Investment Advisors, LLC opened 19 positions, added to 28, reduced 71 and sold out of 16.

  • Q2 2026: Stock IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 40,152.
  • Q2 2026: Stock IJR; Country of operation —; Class CORE S&P SCP ETF; Shares before 75,170.
  • Q2 2026: Stock IJH; Country of operation —; Class CORE S&P MCP ETF; Shares before 135,546.
  • Q2 2026: Stock ISCB; Country of operation —; Class MRGSTR SM CP ETF; Shares before 9,159.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1911900), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-16); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IVV
ISHARES TR		CORE S&P500 ETF40,15239,165-987$26,228,178$29,330,464+$3,102,2862026-07-29
Q2 2026IJR
ISHARES TR		CORE S&P SCP ETF75,17071,913-3,257$9,344,495$10,665,402+$1,320,9072026-07-29
Q2 2026IJH
ISHARES TR		CORE S&P MCP ETF135,546130,501-5,045$9,153,438$10,062,951+$909,5132026-07-29
Q2 2026ISCB
ISHARES TR		MRGSTR SM CP ETF9,1598,934-225$596,159$674,583+$78,4242026-07-29
Q2 2026IJS
ISHARES TR		SP SMCP600VL ETF5,0054,905-100$592,842$670,415+$77,5732026-07-29
Q2 2026VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD5,0974,498-599$754,940$710,740-$44,2002026-07-29
Q2 2026VOOG
VANGUARD ADMIRAL FDS INC		500 GRTH IDX F4,4764,044-432$304,144$334,115+$29,9712026-07-29
Q2 2026DVY
ISHARES TR		SELECT DIVID ETF10,56710,427-140$1,600,018$1,629,810+$29,7922026-07-29
Q1 2026SLYV
SPDR SERIES TRUST		STATE STREET SPD5,4604,160-1,300$552,934$393,453-$159,4812026-05-15
Q1 2026SDY
SPDR SERIES TRUST		STATE STREET SPD8,8078,332-475$1,350,994$1,215,972-$135,0222026-05-15
Q1 2026DVY
ISHARES TR		SELECT DIVID ETF10,76710,567-200$1,673,692$1,600,018-$73,6742026-05-15
Q1 2026ISCB
ISHARES TR		MRGSTR SM CP ETF9,5799,159-420$667,885$596,159-$71,7262026-05-15
Q4 2025DVY
ISHARES TR		SELECT DIVID ETF11,21210,767-445$1,593,289$1,673,692+$80,4032026-02-12
Q4 2025IJS
ISHARES TR		SP SMCP600VL ETF5,0435,005-38$557,705$633,283+$75,5782026-02-12
Q4 2025ISCB
ISHARES TR		MRGSTR SM CP ETF10,0199,579-440$635,485$667,885+$32,4002026-02-12
Q4 2025HDV
ISHARES TR		CORE HIGH DV ETF3,9533,708-245$484,045$508,256+$24,2112026-02-12
Q4 2025ITOT
ISHARES TR		CORE S&P TTL STK1,5261,366-160$222,262$206,457-$15,8052026-02-12
Q4 2025VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD5,5975,097-500$788,968$792,508+$3,5402026-02-12
Q4 2025IMCG
ISHARES TR		MRGSTR MD CP GRW3,7503,725-25$310,238$308,244-$1,9942026-02-12
Q3 2025IJR
ISHARES TR		CORE S&P SCP ETF72,49672,197-299$7,923,077$8,579,276+$656,1992025-10-16
Q3 2025IJH
ISHARES TR		CORE S&P MCP ETF132,228131,872-356$8,200,796$8,605,983+$405,1872025-10-16
Q3 2025DVY
ISHARES TR		SELECT DIVID ETF11,50311,212-291$1,527,773$1,593,289+$65,5162025-10-16
Q3 2025SLYV
SPDR SERIES TRUST		S&P 600 SMCP VAL5,5545,516-38$442,987$488,993+$46,0062025-10-16
Q3 2025VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD5,5985,597-1$746,203$788,968+$42,7652025-10-16
Q3 2025SDY
SPDR SERIES TRUST		S&P DIVID ETF9,2279,122-105$1,252,381$1,277,536+$25,1552025-10-16
Q3 2025HDV
ISHARES TR		CORE HIGH DV ETF3,9883,953-35$467,274$484,045+$16,7712025-10-16
Q3 2025XLV
SELECT SECTOR SPDR TR		SBI HEALTHCARE2,0702,058-12$279,015$286,412+$7,3972025-10-16
Q2 2025IJH
ISHARES TR		CORE S&P MCP ETF132,935132,228-707$7,756,772$8,200,796+$444,0242025-07-23
Q2 2025DVY
ISHARES TR		SELECT DIVID ETF11,85211,503-349$1,591,666$1,527,773-$63,8932025-07-23
Q2 2025ISCB
ISHARES TR		MRGSTR SM CP ETF10,17910,019-160$551,450$583,870+$32,4202025-07-23
Q2 2025VOOG
VANGUARD ADMIRAL FDS INC		500 GRTH IDX F795746-49$265,912$295,819+$29,9072025-07-23
Q2 2025SDY
SPDR SERIES TRUST		S&P DIVID ETF9,2479,227-20$1,254,633$1,252,381-$2,2522025-07-23
Q1 2025ISCB
ISHARES TR		MRGSTR SM CP ETF11,71910,179-1,540$687,488$551,450-$136,0382025-05-15
Q1 2025IJS
ISHARES TR		SP SMCP600VL ETF5,4435,043-400$591,164$491,592-$99,5722025-05-15
Q1 2025SLYV
SPDR SER TR		S&P 600 SMCP VAL5,6445,554-90$492,439$435,434-$57,0052025-05-15
Q1 2025DVY
ISHARES TR		SELECT DIVID ETF11,88211,852-30$1,560,047$1,591,666+$31,6192025-05-15
Q1 2025SDY
SPDR SER TR		S&P DIVID ETF9,4879,247-240$1,253,233$1,254,633+$1,4002025-05-15
Q1 2025VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD5,6485,598-50$720,565$721,854+$1,2892025-05-15
Q4 2024DVY
ISHARES TR		SELECT DIVID ETF12,46711,882-585$1,683,978$1,560,047-$123,9312025-02-11
Q4 2024SDY
SPDR SER TR		S&P DIVID ETF9,5079,487-20$1,350,374$1,253,233-$97,1412025-02-11
Q4 2024HDV
ISHARES TR		CORE HIGH DV ETF4,5883,988-600$539,641$447,693-$91,9482025-02-11
Q4 2024ISCB
ISHARES TR		MRGSTR SM CP ETF12,19911,719-480$715,900$687,488-$28,4122025-02-11
Q4 2024IMCG
ISHARES TR		MRGSTR MD CP GRW4,0203,750-270$293,339$283,238-$10,1012025-02-11
Q4 2024VOOG
VANGUARD ADMIRAL FDS INC		500 GRTH IDX F815795-20$281,411$291,018+$9,6072025-02-11
Q4 2024VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD5,6575,648-9$725,163$720,565-$4,5982025-02-11
Q3 2024IVV
ISHARES TR		CORE S&P500 ETF33,76433,264-500$18,476,674$19,187,340+$710,6662024-10-15
Q3 2024IJR
ISHARES TR		CORE S&P SCP ETF69,33068,435-895$7,394,754$8,004,175+$609,4212024-10-15
Q3 2024IJH
ISHARES TR		CORE S&P MCP ETF128,898126,016-2,882$7,543,126$7,853,333+$310,2072024-10-15
Q3 2024DVY
ISHARES TR		SELECT DIVID ETF12,69412,467-227$1,535,775$1,683,978+$148,2032024-10-15
Q3 2024EFA
ISHARES TR		MSCI EAFE ETF31,83131,475-356$2,493,303$2,632,254+$138,9512024-10-15
Q3 2024SDY
SPDR SER TR		S&P DIVID ETF9,5549,507-47$1,215,078$1,350,374+$135,2962024-10-15
Q3 2024IJS
ISHARES TR		SP SMCP600VL ETF5,7335,443-290$557,649$585,993+$28,3442024-10-15
Q3 2024SPLV
INVESCO EXCH TRADED FD TR II		S&P500 LOW VOL3,5692,839-730$231,807$203,641-$28,1662024-10-15
Q3 2024VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD5,9485,657-291$705,403$725,163+$19,7602024-10-15
Q3 2024XLV
SELECT SECTOR SPDR TR		SBI HEALTHCARE2,1952,070-125$319,921$318,821-$1,1002024-10-15
Q2 2024VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD6,9405,948-992$839,761$705,403-$134,3582024-07-26
Q2 2024EFA
ISHARES TR		MSCI EAFE ETF32,68931,831-858$2,610,564$2,493,303-$117,2612024-07-26
Q2 2024DVY
ISHARES TR		SELECT DIVID ETF13,24112,694-547$1,631,143$1,535,775-$95,3682024-07-26
Q2 2024ISCB
ISHARES TR		MRGSTR SM CP ETF12,81412,199-615$720,295$657,209-$63,0862024-07-26
Q2 2024SDY
SPDR SER TR		S&P DIVID ETF9,6589,554-104$1,267,516$1,215,078-$52,4382024-07-26
Q2 2024IJS
ISHARES TR		SP SMCP600VL ETF5,7555,733-22$591,384$557,649-$33,7352024-07-26
Q2 2024HDV
ISHARES TR		CORE HIGH DV ETF4,7884,588-200$527,685$498,716-$28,9692024-07-26
Q2 2024IMCG
ISHARES TR		MRGSTR MD CP GRW4,1554,020-135$293,675$272,355-$21,3202024-07-26
Q1 2024IVV
ISHARES TR		CORE S&P500 ETF33,83133,430-401$16,158,701$17,575,154+$1,416,4532024-05-13
Q1 2024DVY
ISHARES TR		SELECT DIVID ETF13,32213,241-81$1,561,599$1,631,143+$69,5442024-05-13
Q1 2024IJS
ISHARES TR		SP SMCP600VL ETF6,3055,755-550$649,856$591,384-$58,4722024-05-13
Q1 2024IJR
ISHARES TR		CORE S&P SCP ETF70,99069,056-1,934$7,684,684$7,632,086-$52,5982024-05-13
Q1 2024VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD7,0786,940-138$790,089$839,761+$49,6722024-05-13
Q1 2024EFA
ISHARES TR		MSCI EAFE ETF34,15732,689-1,468$2,573,749$2,610,564+$36,8152024-05-13
Q1 2024SDY
SPDR SER TR		S&P DIVID ETF9,9089,658-250$1,238,203$1,267,516+$29,3132024-05-13
Q1 2024ISCB
ISHARES TR		MRGSTR SM CP ETF13,44212,814-628$720,566$720,295-$2712024-05-13

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