Schneider Downs Wealth Management Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$205K	Buy
2023 Q4	–	Sell
2023 Q3	$228K	Sell
2023 Q2	$256K	Hold
2023 Q1	$247K	Hold
2022 Q4	$246K	Buy