SDWMA
Schneider Downs Wealth Management Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $879K | Buy |
8,834
+4,100
| +87% | +$408K | 0.13% | 69 |
|
|
2025
Q1 | $461K | Buy |
4,734
+14
| +0.3% | +$1.37K | 0.08% | 90 |
|
|
2024
Q4 | $513K | Buy |
4,720
+19
| +0.4% | +$2.06K | 0.1% | 85 |
|
|
2024
Q3 | $506K | Buy |
4,701
+20
| +0.4% | +$2.15K | 0.1% | 83 |
|
|
2024
Q2 | $455K | Sell |
4,681
-1,002
| -18% | -$97.5K | 0.1% | 84 |
|
|
2024
Q1 | $584K | Buy |
5,683
+18
| +0.3% | +$1.85K | 0.13% | 67 |
|
|
2023
Q4 | $584K | Buy |
5,665
+37
| +0.7% | +$3.81K | 0.15% | 59 |
|
|
2023
Q3 | $502K | Hold |
5,628
| – | – | 0.12% | 58 |
|
|
2023
Q2 | $535K | Buy |
5,628
+20
| +0.4% | +$1.9K | 0.12% | 60 |
|
|
2023
Q1 | $525K | Buy |
5,608
+17
| +0.3% | +$1.59K | 0.11% | 64 |
|
|
2022
Q4 | $510K | Buy |
+5,591
| New | +$510K | 0.11% | 65 |
|