SDWMA
Schneider Downs Wealth Management Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $957K | Buy |
7,743
+3,915
| +102% | +$484K | 0.14% | 62 |
|
|
2025
Q1 | $458K | Hold |
3,828
| – | – | 0.08% | 91 |
|
|
2024
Q4 | $478K | Hold |
3,828
| – | – | 0.09% | 91 |
|
|
2024
Q3 | $473K | Hold |
3,828
| – | – | 0.1% | 90 |
|
|
2024
Q2 | $434K | Hold |
3,828
| – | – | 0.1% | 88 |
|
|
2024
Q1 | $453K | Hold |
3,828
| – | – | 0.1% | 85 |
|
|
2023
Q4 | $437K | Hold |
3,828
| – | – | 0.11% | 72 |
|
|
2023
Q3 | $386K | Sell |
3,828
-533
| -12% | -$53.8K | 0.09% | 71 |
|
|
2023
Q2 | $467K | Hold |
4,361
| – | – | 0.11% | 66 |
|
|
2023
Q1 | $448K | Hold |
4,361
| – | – | 0.09% | 68 |
|
|
2022
Q4 | $440K | Buy |
+4,361
| New | +$440K | 0.1% | 71 |
|
|
2022
Q2 | – | Sell |
-1,876
| Closed | -$206K | – | 145 |
|
|
2022
Q1 | $206K | Hold |
1,876
| – | – | 0.05% | 141 |
|
|
2021
Q4 | $208K | Buy |
+1,876
| New | +$208K | 0.05% | 148 |
|
|
2019
Q3 | – | Sell |
-1,815
| Closed | -$289K | – | 70 |
|
|
2019
Q2 | $289K | Sell |
1,815
-23
| -1% | -$3.66K | 0.1% | 54 |
|
|
2019
Q1 | $288K | Buy |
1,838
+49
| +3% | +$7.68K | 0.11% | 52 |
|
|
2018
Q4 | $247K | Buy |
1,789
+436
| +32% | +$60.2K | 0.11% | 52 |
|
|
2018
Q3 | $226K | Hold |
1,353
| – | – | 0.14% | 52 |
|
|
2018
Q2 | $219K | Hold |
1,353
| – | – | 0.15% | 49 |
|
|
2018
Q1 | $209K | Hold |
1,353
| – | – | 0.12% | 48 |
|
|
2017
Q4 | $217K | Sell |
1,353
-237
| -15% | -$38K | 0.13% | 40 |
|
|
2017
Q3 | $243K | Buy |
1,590
+2
| +0.1% | +$306 | 0.16% | 35 |
|
|
2017
Q2 | $236K | Sell |
1,588
-3,592
| -69% | -$534K | 0.15% | 36 |
|
|
2017
Q1 | $769K | Buy |
5,180
+1
| +0% | +$148 | 0.53% | 17 |
|
|
2016
Q4 | $752K | Buy |
5,179
+118
| +2% | +$17.1K | 0.51% | 14 |
|
|
2016
Q3 | $673K | Buy |
5,061
+2
| +0% | +$266 | 0.44% | 15 |
|
|
2016
Q2 | $648K | Sell |
5,059
-892
| -15% | -$114K | 0.44% | 14 |
|
|
2016
Q1 | $738K | Sell |
5,951
-842
| -12% | -$104K | 0.51% | 13 |
|
|
2015
Q4 | $796K | Buy |
+6,793
| New | +$796K | 0.92% | 13 |
|