SDWMA

Schneider Downs Wealth Management Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$951K	Buy	10,450 +5,018	+92%	+$457K	0.14%	63
2025 Q1	$452K	Hold	5,432	–	–	0.08%	92
2024 Q4	$494K	Hold	5,432	–	–	0.09%	87
2024 Q3	$499K	Hold	5,432	–	–	0.1%	85
2024 Q2	$479K	Hold	5,432	–	–	0.11%	78
2024 Q1	$496K	Hold	5,432	–	–	0.11%	80
2023 Q4	$430K	Hold	5,432	–	–	0.11%	74
2023 Q3	$392K	Sell	5,432 -130	-2%	-$9.39K	0.09%	69
2023 Q2	$417K	Hold	5,562	–	–	0.1%	69
2023 Q1	$398K	Sell	5,562 -340	-6%	-$24.3K	0.08%	73
2022 Q4	$403K	Buy	5,902 +470	+9%	+$32.1K	0.09%	72
2022 Q3	$342K	Hold	5,432	–	–	0.1%	84
2022 Q2	$346K	Hold	5,432	–	–	0.1%	87
2022 Q1	$420K	Hold	5,432	–	–	0.11%	83
2021 Q4	$463K	Hold	5,432	–	–	0.11%	84
2021 Q3	$430K	Hold	5,432	–	–	0.11%	84
2021 Q2	$440K	Hold	5,432	–	–	0.11%	79
2021 Q1	$426K	Hold	5,432	–	–	0.1%	76
2020 Q4	$392K	Buy	5,432 +4,074	+300%	+$294K	0.11%	56
2020 Q3	$325K	Hold	1,358	–	–	0.11%	64
2020 Q2	$304K	Sell	1,358 -18	-1%	-$4.03K	0.1%	62
2020 Q1	$246K	Hold	1,376	–	–	0.09%	72
2019 Q4	$328K	Hold	1,376	–	–	0.1%	46
2019 Q3	$308K	Hold	1,376	–	–	0.1%	45
2019 Q2	$311K	Sell	1,376 -15	-1%	-$3.39K	0.11%	50
2019 Q1	$305K	Buy	1,391 +33	+2%	+$7.24K	0.12%	49
2018 Q4	$260K	Buy	1,358 +315	+30%	+$60.3K	0.11%	49
2018 Q3	$243K	Hold	1,043	–	–	0.15%	50
2018 Q2	$234K	Hold	1,043	–	–	0.16%	47
2018 Q1	$228K	Hold	1,043	–	–	0.13%	45
2017 Q4	$225K	Hold	1,043	–	–	0.13%	39
2017 Q3	$211K	Hold	1,043	–	–	0.14%	38
2017 Q2	$205K	Buy	+1,043	New	+$205K	0.13%	41