SDWMA
Schneider Downs Wealth Management Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Buy |
26,076
+6,606
| +34% | +$727K | 0.43% | 33 |
|
|
2025
Q1 | $1.81M | Buy |
19,470
+880
| +5% | +$81.7K | 0.33% | 39 |
|
|
2024
Q4 | $1.89M | Hold |
18,590
| – | – | 0.36% | 36 |
|
|
2024
Q3 | $1.78M | Hold |
18,590
| – | – | 0.36% | 38 |
|
|
2024
Q2 | $1.72M | Hold |
18,590
| – | – | 0.38% | 39 |
|
|
2024
Q1 | $1.57M | Hold |
18,590
| – | – | 0.36% | 38 |
|
|
2023
Q4 | $1.4M | Hold |
18,590
| – | – | 0.36% | 41 |
|
|
2023
Q3 | $1.27M | Hold |
18,590
| – | – | 0.29% | 40 |
|
|
2023
Q2 | $1.31M | Hold |
18,590
| – | – | 0.3% | 40 |
|
|
2023
Q1 | $1.19M | Hold |
18,590
| – | – | 0.24% | 41 |
|
|
2022
Q4 | $1.09M | Buy |
18,590
+281
| +2% | +$16.4K | 0.24% | 44 |
|
|
2022
Q3 | $1.06M | Buy |
18,309
+9,108
| +99% | +$527K | 0.31% | 33 |
|
|
2022
Q2 | $555K | Buy |
9,201
+77
| +0.8% | +$4.65K | 0.16% | 66 |
|
|
2022
Q1 | $697K | Buy |
9,124
+64
| +0.7% | +$4.89K | 0.18% | 62 |
|
|
2021
Q4 | $758K | Hold |
9,060
| – | – | 0.18% | 64 |
|
|
2021
Q3 | $670K | Buy |
9,060
+116
| +1% | +$8.58K | 0.17% | 66 |
|
|
2021
Q2 | $650K | Hold |
8,944
| – | – | 0.17% | 61 |
|
|
2021
Q1 | $582K | Hold |
8,944
| – | – | 0.14% | 63 |
|
|
2020
Q4 | $571K | Buy |
8,944
+6,708
| +300% | +$428K | 0.16% | 45 |
|
|
2020
Q3 | $517K | Hold |
2,236
| – | – | 0.17% | 45 |
|
|
2020
Q2 | $464K | Hold |
2,236
| – | – | 0.16% | 45 |
|
|
2020
Q1 | $369K | Buy |
2,236
+1,060
| +90% | +$175K | 0.14% | 54 |
|
|
2019
Q4 | $228K | Hold |
1,176
| – | – | 0.07% | 62 |
|
|
2019
Q3 | $212K | Hold |
1,176
| – | – | 0.07% | 61 |
|
|
2019
Q2 | $211K | Sell |
1,176
-900
| -43% | -$161K | 0.07% | 64 |
|
|
2019
Q1 | $358K | Buy |
2,076
+638
| +44% | +$110K | 0.14% | 40 |
|
|
2018
Q4 | $217K | Buy |
+1,438
| New | +$217K | 0.09% | 57 |
|