SDWMA
Schneider Downs Wealth Management Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
22,525
-3,654
| -14% | -$227K | 0.21% | 54 |
|
|
2025
Q1 | $1.53M | Buy |
26,179
+1,512
| +6% | +$88.2K | 0.28% | 45 |
|
|
2024
Q4 | $1.54M | Buy |
24,667
+11,214
| +83% | +$699K | 0.29% | 48 |
|
|
2024
Q3 | $838K | Sell |
13,453
-4,526
| -25% | -$282K | 0.17% | 58 |
|
|
2024
Q2 | $1.05M | Sell |
17,979
-194
| -1% | -$11.4K | 0.23% | 51 |
|
|
2024
Q1 | $1.1M | Buy |
18,173
+14,546
| +401% | +$884K | 0.25% | 50 |
|
|
2023
Q4 | $1.01M | Sell |
3,627
-525
| -13% | -$145K | 0.26% | 47 |
|
|
2023
Q3 | $1.04M | Buy |
4,152
+54
| +1% | +$13.5K | 0.24% | 41 |
|
|
2023
Q2 | $1.07M | Sell |
4,098
-611
| -13% | -$160K | 0.24% | 43 |
|
|
2023
Q1 | $1.18M | Sell |
4,709
-22
| -0.5% | -$5.5K | 0.24% | 42 |
|
|
2022
Q4 | $1.14M | Buy |
4,731
+1,208
| +34% | +$292K | 0.25% | 42 |
|
|
2022
Q3 | $772K | Buy |
3,523
+285
| +9% | +$62.5K | 0.23% | 41 |
|
|
2022
Q2 | $733K | Buy |
3,238
+353
| +12% | +$79.9K | 0.2% | 51 |
|
|
2022
Q1 | $774K | Buy |
2,885
+49
| +2% | +$13.1K | 0.2% | 52 |
|
|
2021
Q4 | $803K | Buy |
2,836
+47
| +2% | +$13.3K | 0.19% | 58 |
|
|
2021
Q3 | $734K | Sell |
2,789
-42
| -1% | -$11.1K | 0.19% | 62 |
|
|
2021
Q2 | $761K | Buy |
2,831
+40
| +1% | +$10.8K | 0.2% | 52 |
|
|
2021
Q1 | $726K | Buy |
2,791
+1,248
| +81% | +$325K | 0.18% | 49 |
|
|
2020
Q4 | $355K | Hold |
1,543
| – | – | 0.1% | 57 |
|
|
2020
Q3 | $286K | Buy |
1,543
+60
| +4% | +$11.1K | 0.1% | 72 |
|
|
2020
Q2 | $264K | Sell |
1,483
-63
| -4% | -$11.2K | 0.09% | 72 |
|
|
2020
Q1 | $222K | Sell |
1,546
-14
| -0.9% | -$2.01K | 0.08% | 82 |
|
|
2019
Q4 | $321K | Sell |
1,560
-11
| -0.7% | -$2.26K | 0.1% | 47 |
|
|
2019
Q3 | $304K | Sell |
1,571
-1,738
| -53% | -$336K | 0.09% | 47 |
|
|
2019
Q2 | $643K | Buy |
3,309
+1,087
| +49% | +$211K | 0.22% | 34 |
|
|
2019
Q1 | $421K | Buy |
2,222
+12
| +0.5% | +$2.27K | 0.16% | 36 |
|
|
2018
Q4 | $367K | Hold |
2,210
| – | – | 0.16% | 37 |
|
|
2018
Q3 | $445K | Buy |
2,210
+171
| +8% | +$34.4K | 0.28% | 32 |
|
|
2018
Q2 | $397K | Buy |
+2,039
| New | +$397K | 0.26% | 29 |
|