IWMA
Ironwood Wealth Management (Arizona)’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
36,410
-6,595
| -15% | -$185K | 0.37% | 23 |
|
|
2025
Q1 | $1.13M | Sell |
43,005
-7,401
| -15% | -$194K | 0.35% | 23 |
|
|
2024
Q4 | $1.4M | Buy |
50,406
+32,372
| +180% | +$897K | 0.43% | 22 |
|
|
2024
Q3 | $1.5M | Buy |
18,034
+6
| +0% | +$499 | 0.45% | 21 |
|
|
2024
Q2 | $1.4M | Sell |
18,028
-12
| -0.1% | -$934 | 0.46% | 21 |
|
|
2024
Q1 | $1.47M | Sell |
18,040
-71
| -0.4% | -$5.78K | 0.48% | 21 |
|
|
2023
Q4 | $1.36M | Hold |
18,111
| – | – | 0.46% | 21 |
|
|
2023
Q3 | $1.23M | Sell |
18,111
-4,351
| -19% | -$294K | 0.5% | 26 |
|
|
2023
Q2 | $1.6M | Buy |
22,462
+101
| +0.5% | +$7.17K | 0.59% | 24 |
|
|
2023
Q1 | $1.52M | Sell |
22,361
-1,006
| -4% | -$68.3K | 0.6% | 24 |
|
|
2022
Q4 | $1.53M | Buy |
23,367
+8,179
| +54% | +$537K | 0.64% | 24 |
|
|
2022
Q3 | $953K | Hold |
15,188
| – | – | 0.43% | 21 |
|
|
2022
Q2 | $953K | Buy |
15,188
+104
| +0.7% | +$6.53K | 0.43% | 21 |
|
|
2022
Q1 | $1.14M | Sell |
15,084
-2,263
| -13% | -$172K | 0.47% | 22 |
|
|
2021
Q4 | $1.4M | Sell |
17,347
-15
| -0.1% | -$1.21K | 0.61% | 17 |
|
|
2021
Q3 | $1.33M | Sell |
17,362
-702
| -4% | -$53.8K | 0.63% | 17 |
|
|
2021
Q2 | $1.42M | Sell |
18,064
-10,012
| -36% | -$784K | 0.82% | 17 |
|
|
2021
Q1 | $2.09M | Sell |
28,076
-8,049
| -22% | -$599K | 1.34% | 11 |
|
|
2020
Q4 | $2.46M | Sell |
36,125
-3,117
| -8% | -$213K | 1.53% | 11 |
|
|
2020
Q3 | $2.07M | Hold |
39,242
| – | – | 1.53% | 12 |
|
|
2020
Q2 | $2.07M | Sell |
39,242
-15,308
| -28% | -$806K | 1.53% | 12 |
|
|
2020
Q1 | $2.3M | Sell |
54,550
-39,737
| -42% | -$1.68M | 1.93% | 13 |
|
|
2019
Q4 | $5.67M | Sell |
94,287
-5,915
| -6% | -$356K | 3.96% | 11 |
|
|
2019
Q3 | $5.67M | Sell |
100,202
-71,716
| -42% | -$4.05M | 4.23% | 9 |
|
|
2019
Q2 | $9.82M | Buy |
171,918
+9,524
| +6% | +$544K | 7.51% | 5 |
|
|
2019
Q1 | $9M | Buy |
162,394
+2,196
| +1% | +$122K | 7.67% | 5 |
|
|
2018
Q4 | $7.68M | Buy |
160,198
+3,657
| +2% | +$175K | 7.4% | 5 |
|
|
2018
Q3 | $9.05M | Buy |
156,541
+4,686
| +3% | +$271K | 8% | 5 |
|
|
2018
Q2 | $8.34M | Buy |
+151,855
| New | +$8.34M | 7.82% | 5 |
|
|
2017
Q3 | $7.7M | Buy |
+153,638
| New | +$7.7M | 7.2% | 5 |
|