SDWMA
Schneider Downs Wealth Management Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+1,054
| New | +$205K | 0.03% | 141 |
|
|
2023
Q4 | – | Sell |
-1,505
| Closed | -$228K | – | 125 |
|
|
2023
Q3 | $228K | Sell |
1,505
-116
| -7% | -$17.6K | 0.05% | 98 |
|
|
2023
Q2 | $256K | Hold |
1,621
| – | – | 0.06% | 95 |
|
|
2023
Q1 | $247K | Hold |
1,621
| – | – | 0.05% | 100 |
|
|
2022
Q4 | $246K | Buy |
+1,621
| New | +$246K | 0.05% | 99 |
|