Rodgers & Associates, LTD Purchases in Q2 2025

Rodgers & Associates, LTD

  • $908 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
11.4K
+ 9.18%
$320.42 - $424.58 $3.66M - $4.85M
136K $57.7M
SPYG
Spdr Portfolio

ETFs
25.3K
+ 5.46%
$71.83 - $95.32 $1.81M - $2.41M
488K $46.5M
IWP
Ishares Russell Mid Cap Growth

ETFs
772
+ 0.18%
$104.34 - $138.68 $80.6K - $107K
421K $58.4M
VBR
Vanguard Small Cap Value ETF

ETFs
13.9K
+ 4.59%
$162.76 - $195.77 $2.26M - $2.72M
317K $61.8M
VBK
Vanguard Small Cap Growth ETF

ETFs
6.81K
+ 5.43%
$219.76 - $276.94 $1.5M - $1.89M
132K $36.6M
VOT
Vanguard Mid Cap Growth Index

ETFs
3.24K
+ 3.54%
$216.28 - $284.39 $700K - $920K
94.6K $26.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
18.2K
+ 5.34%
$141.87 - $164.49 $2.58M - $2.99M
358K $58.9M
VTV
Vanguard Value ETF

ETFs
13.5K
+ 3.39%
$153.67 - $176.74 $2.08M - $2.39M
412K $72.8M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
16.3K
+ 4.1%
$72.61 - $88.75 $1.18M - $1.45M
414K $36.7M
VUG
Vanguard Growth ETF

ETFs
1.73K
+ 4.88%
$329.49 - $438.4 $571K - $760K
37.2K $16.3M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.69K
+ 1.2%
$63.36 - $80.23 $170K - $216K
226K $18.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
23.7K
+ 10.75%
$77.94 - $79.5 $1.85M - $1.89M
244K $19.4M
VONG
Vanguard Russell 1000 Growth E

ETFs
6.98K
+ 12.83%
$82.51 - $109.2 $576K - $763K
61.4K $6.71M
IWS
Ishares Russell Midcap Value E

ETFs
4.37K
+ 2.61%
$110.58 - $132.14 $483K - $577K
172K $22.7M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.52K
+ 8.43%
$224.16 - $285.86 $341K - $435K
19.6K $5.59M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.81K
+ 4.06%
$108.87 - $133.04 $305K - $373K
72K $9.58M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.74K
+ 0.77%
$45.11 - $52.34 $169K - $196K
488K $25.5M
ISCV
Ishares Morningstar Small Cap

ETFs
11.4K
+ 35.94%
$51.37 - $61.54 $585K - $701K
43.1K $2.64M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
6.73K
+ 7.15%
$65.1 - $75.98 $438K - $511K
101K $7.67M
IVV
Ishares Core S&P 500 ETF

ETFs
539
+ 20.8%
$498.8 - $620.9 $269K - $335K
3.13K $1.94M
USRT
Ishares Core U.S. Reit ETF

ETFs
14.3K
+ 4.43%
$50.37 - $57.97 $722K - $831K
338K $19.1M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.82K
+ 5.33%
$83.54 - $100.04 $236K - $282K
55.7K $5.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
669
New
$416.06 - $551.64 $278K - $369K
669 $369K
SUB
Ishares Short Term National Mu

ETFs
3.2K
New
$104.77 - $106.34 $335K - $340K
3.2K $340K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
3.84K
+ 60.49%
$71.94 - $86.02 $276K - $330K
10.2K $871K
XLK
Technology Sector Spdr

ETFs
1.32K
New
$179.73 - $253.23 $237K - $334K
1.32K $333K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.72K
+ 25.42%
$108.12 - $135.04 $186K - $232K
8.49K $1.15M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
481
New
$456.74 - $568.03 $220K - $273K
481 $273K
VTI
Vanguard Total Stock Market Et

ETFs
156
+ 2.06%
$243.75 - $303.93 $38K - $47.4K
7.73K $2.35M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.93K
New
$51.16 - $62.02 $201K - $244K
3.93K $243K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1.14K
New
$163.6 - $208.47 $187K - $238K
1.14K $238K
TSLA
Tesla, Inc.

Consumer Cyclical
714
New
$221.86 - $362.89 $158K - $259K
714 $226K
V
Visa Inc.

Financial Services
598
New
$308.27 - $373.31 $184K - $223K
598 $212K
DFAX
Dimensional ETF Tr
6.9K
New
$23.37 - $29.39 $161K - $203K
6.9K $202K
ISCG
Ishares Morningstar Small Cap

ETFs
570
+ 1.82%
$39.44 - $49.76 $22.5K - $28.4K
31.9K $1.59M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
500
+ 0.93%
$32.61 - $38.62 $16.3K - $19.3K
54.5K $2.08M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
55
+ 3.27%
$299.15 - $396.54 $16.5K - $21.8K
1.74K $688K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
850
+ 47.33%
$114.78 - $133.31 $97.6K - $113K
2.65K $352K
VTWV
Vanguard Russell 2000 Value Et

ETFs
70
+ 0.42%
$116.09 - $139.09 $8.13K - $9.74K
16.7K $2.33M
VNQ
Vanguard Specialized Funds Van

ETFs
4.53K
+ 2.15%
$79.79 - $91.42 $362K - $414K
216K $19.2M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
760
+ 16.87%
$79.85 - $95.57 $60.7K - $72.6K
5.27K $502K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
373
+ 7.82%
$93.75 - $114.45 $35K - $42.7K
5.14K $588K
IWD
Ishares Russell 1000 Val ETF

ETFs
242
+ 6.32%
$166.82 - $194.23 $40.4K - $47K
4.07K $791K
DGRO
Ishares Core Dividend Growth E

ETFs
27
+ 0.09%
$55.22 - $63.94 $1.49K - $1.73K
28.9K $1.85M
ADP
Automatic Data Processing Inc

Industrials
164
+ 21.75%
$276.76 - $326.81 $45.4K - $53.6K
918 $283K
PG
Procter & Gamble CO

Consumer Defensive
411
+ 32.72%
$157.66 - $172.39 $64.8K - $70.9K
1.67K $265K
EFA
Ishares Tr Msci Eafe ETF

ETFs
345
+ 13.19%
$72.96 - $90.39 $25.2K - $31.2K
2.96K $264K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
80
+ 2.27%
$91.51 - $113.03 $7.32K - $9.04K
3.61K $407K
T
At&T Inc.

Communication Services
649
+ 6.94%
$26.33 - $28.94 $17.1K - $18.8K
10K $289K
Activity Summary
Buys All Purchases 53 New Holdings 9 Increased Positions 44 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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