SDWMA
Schneider Downs Wealth Management Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2M | Sell |
152,166
-34,799
| -19% | -$4.63M | 3.03% | 9 |
|
|
2025
Q1 | $23.3M | Buy |
186,965
+23,937
| +15% | +$2.98M | 4.22% | 8 |
|
|
2024
Q4 | $22.1M | Buy |
163,028
+34,950
| +27% | +$4.73M | 4.15% | 7 |
|
|
2024
Q3 | $17.9M | Buy |
128,078
+7,014
| +6% | +$978K | 3.66% | 7 |
|
|
2024
Q2 | $15.5M | Buy |
121,064
+4,720
| +4% | +$606K | 3.46% | 8 |
|
|
2024
Q1 | $15.2M | Buy |
116,344
+8,513
| +8% | +$1.11M | 3.51% | 7 |
|
|
2023
Q4 | $13.5M | Buy |
107,831
+7,037
| +7% | +$881K | 3.51% | 7 |
|
|
2023
Q3 | $11.1M | Buy |
100,794
+6,182
| +7% | +$678K | 2.56% | 10 |
|
|
2023
Q2 | $10.9M | Sell |
94,612
-930
| -1% | -$107K | 2.48% | 11 |
|
|
2023
Q1 | $10.5M | Buy |
95,542
+3,756
| +4% | +$413K | 2.16% | 11 |
|
|
2022
Q4 | $9.92M | Buy |
+91,786
| New | +$9.92M | 2.17% | 11 |
|