IWMA
Ironwood Wealth Management (Arizona)’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Sell |
121,606
-43,857
| -27% | -$1.05M | 1.06% | 15 |
|
|
2025
Q1 | $3.56M | Sell |
165,463
-2,583
| -2% | -$55.6K | 1.09% | 15 |
|
|
2024
Q4 | $3.81M | Buy |
168,046
+110,925
| +194% | +$2.52M | 1.18% | 15 |
|
|
2024
Q3 | $3.8M | Sell |
57,121
-1,040
| -2% | -$69.2K | 1.14% | 14 |
|
|
2024
Q2 | $3.66M | Sell |
58,161
-810
| -1% | -$50.9K | 1.19% | 15 |
|
|
2024
Q1 | $3.6M | Sell |
58,971
-259
| -0.4% | -$15.8K | 1.17% | 15 |
|
|
2023
Q4 | $3.3M | Sell |
59,230
-965
| -2% | -$53.7K | 1.1% | 17 |
|
|
2023
Q3 | $3M | Sell |
60,195
-5,252
| -8% | -$262K | 1.22% | 21 |
|
|
2023
Q2 | $3.38M | Sell |
65,447
-804
| -1% | -$41.6K | 1.26% | 18 |
|
|
2023
Q1 | $3.17M | Sell |
66,251
-701
| -1% | -$33.5K | 1.25% | 19 |
|
|
2022
Q4 | $3M | Buy |
66,952
+5,550
| +9% | +$249K | 1.25% | 19 |
|
|
2022
Q3 | $2.71M | Hold |
61,402
| – | – | 1.21% | 14 |
|
|
2022
Q2 | $2.71M | Buy |
61,402
+1,912
| +3% | +$84.5K | 1.21% | 14 |
|
|
2022
Q1 | $3.18M | Buy |
59,490
+26,645
| +81% | +$1.42M | 1.3% | 15 |
|
|
2021
Q4 | $3.71M | Sell |
32,845
-227
| -0.7% | -$25.7K | 1.62% | 10 |
|
|
2021
Q3 | $3.44M | Sell |
33,072
-1,136
| -3% | -$118K | 1.62% | 10 |
|
|
2021
Q2 | $3.57M | Sell |
34,208
-901
| -3% | -$93.9K | 2.06% | 10 |
|
|
2021
Q1 | $3.4M | Sell |
35,109
-2,853
| -8% | -$276K | 2.18% | 9 |
|
|
2020
Q4 | $3.45M | Sell |
37,962
-2,812
| -7% | -$256K | 2.15% | 10 |
|
|
2020
Q3 | $3M | Hold |
40,774
| – | – | 2.22% | 10 |
|
|
2020
Q2 | $3M | Sell |
40,774
-6,859
| -14% | -$504K | 2.22% | 10 |
|
|
2020
Q1 | $2.88M | Sell |
47,633
-15,189
| -24% | -$918K | 2.41% | 10 |
|
|
2019
Q4 | $4.83M | Sell |
62,822
-3,865
| -6% | -$297K | 3.37% | 12 |
|
|
2019
Q3 | $4.74M | Sell |
66,687
-4,045
| -6% | -$287K | 3.53% | 11 |
|
|
2019
Q2 | $4.99M | Sell |
70,732
-1,451
| -2% | -$102K | 3.82% | 11 |
|
|
2019
Q1 | $4.91M | Buy |
72,183
+853
| +1% | +$58K | 4.19% | 9 |
|
|
2018
Q4 | $4.28M | Sell |
71,330
-518
| -0.7% | -$31K | 4.12% | 9 |
|
|
2018
Q3 | $5.06M | Buy |
71,848
+815
| +1% | +$57.4K | 4.47% | 8 |
|
|
2018
Q2 | $4.69M | Buy |
+71,033
| New | +$4.69M | 4.39% | 8 |
|
|
2017
Q3 | $5.73M | Buy |
+94,039
| New | +$5.73M | 5.36% | 7 |
|