SDWMA
Schneider Downs Wealth Management Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Buy |
44,636
+1,961
| +5% | +$833K | 2.83% | 10 |
|
|
2025
Q1 | $15.4M | Buy |
42,675
+896
| +2% | +$324K | 2.79% | 9 |
|
|
2024
Q4 | $16.8M | Sell |
41,779
-380
| -0.9% | -$153K | 3.16% | 9 |
|
|
2024
Q3 | $15.8M | Sell |
42,159
-1,106
| -3% | -$415K | 3.24% | 9 |
|
|
2024
Q2 | $15.8M | Buy |
43,265
+1,519
| +4% | +$554K | 3.51% | 7 |
|
|
2024
Q1 | $14.1M | Sell |
41,746
-924
| -2% | -$311K | 3.24% | 9 |
|
|
2023
Q4 | $12.9M | Sell |
42,670
-4,323
| -9% | -$1.31M | 3.36% | 9 |
|
|
2023
Q3 | $12.5M | Sell |
46,993
-2,504
| -5% | -$666K | 2.9% | 9 |
|
|
2023
Q2 | $13.6M | Sell |
49,497
-3,402
| -6% | -$936K | 3.11% | 8 |
|
|
2023
Q1 | $12.9M | Sell |
52,899
-869
| -2% | -$212K | 2.66% | 8 |
|
|
2022
Q4 | $11.5M | Buy |
53,768
+9,777
| +22% | +$2.09M | 2.53% | 10 |
|
|
2022
Q3 | $9.26M | Sell |
43,991
-967
| -2% | -$203K | 2.71% | 8 |
|
|
2022
Q2 | $9.83M | Buy |
44,958
+14,592
| +48% | +$3.19M | 2.75% | 8 |
|
|
2022
Q1 | $8.43M | Buy |
30,366
+650
| +2% | +$180K | 2.15% | 8 |
|
|
2021
Q4 | $9.08M | Buy |
29,716
+492
| +2% | +$150K | 2.17% | 8 |
|
|
2021
Q3 | $8.01M | Sell |
29,224
-48
| -0.2% | -$13.2K | 2.07% | 8 |
|
|
2021
Q2 | $7.95M | Sell |
29,272
-72
| -0.2% | -$19.5K | 2.06% | 9 |
|
|
2021
Q1 | $7.13M | Sell |
29,344
-575
| -2% | -$140K | 1.74% | 9 |
|
|
2020
Q4 | $7.22M | Sell |
29,919
-2,200
| -7% | -$531K | 2.01% | 9 |
|
|
2020
Q3 | $6.97M | Sell |
32,119
-4,582
| -12% | -$994K | 2.34% | 8 |
|
|
2020
Q2 | $7.05M | Buy |
36,701
+276
| +0.8% | +$53K | 2.41% | 6 |
|
|
2020
Q1 | $5.49M | Sell |
36,425
-380
| -1% | -$57.2K | 2.01% | 10 |
|
|
2019
Q4 | $6.48M | Sell |
36,805
-443
| -1% | -$77.9K | 1.93% | 8 |
|
|
2019
Q3 | $5.95M | Sell |
37,248
-4,912
| -12% | -$784K | 1.85% | 8 |
|
|
2019
Q2 | $6.63M | Sell |
42,160
-2,141
| -5% | -$337K | 2.31% | 7 |
|
|
2019
Q1 | $6.71M | Sell |
44,301
-8,363
| -16% | -$1.27M | 2.53% | 6 |
|
|
2018
Q4 | $6.89M | Buy |
52,664
+10,616
| +25% | +$1.39M | 2.98% | 6 |
|
|
2018
Q3 | $6.56M | Buy |
42,048
+2,192
| +5% | +$342K | 4.15% | 5 |
|
|
2018
Q2 | $5.73M | Buy |
39,856
+5,113
| +15% | +$735K | 3.81% | 5 |
|
|
2018
Q1 | $4.73M | Buy |
34,743
+1,942
| +6% | +$264K | 2.67% | 6 |
|
|
2017
Q4 | $4.42M | Sell |
32,801
-1,137
| -3% | -$153K | 2.55% | 6 |
|
|
2017
Q3 | $4.24M | Sell |
33,938
-2,205
| -6% | -$276K | 2.74% | 6 |
|
|
2017
Q2 | $4.3M | Sell |
36,143
-5,143
| -12% | -$612K | 2.82% | 6 |
|
|
2017
Q1 | $4.7M | Buy |
41,286
+399
| +1% | +$45.4K | 3.21% | 5 |
|
|
2016
Q4 | $4.29M | Buy |
40,887
+2,969
| +8% | +$311K | 2.92% | 5 |
|
|
2016
Q3 | $3.95M | Sell |
37,918
-1,112
| -3% | -$116K | 2.56% | 6 |
|
|
2016
Q2 | $3.92M | Sell |
39,030
-670
| -2% | -$67.2K | 2.64% | 7 |
|
|
2016
Q1 | $3.96M | Sell |
39,700
-979
| -2% | -$97.7K | 2.76% | 5 |
|
|
2015
Q4 | $4.05M | Buy |
+40,679
| New | +$4.05M | 4.69% | 5 |
|