SDWMA
Schneider Downs Wealth Management Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Buy |
3,131
+38
| +1% | +$8.2K | 0.1% | 81 |
|
|
2025
Q1 | $617K | Buy |
3,093
+9
| +0.3% | +$1.8K | 0.11% | 73 |
|
|
2024
Q4 | $681K | Sell |
3,084
-40
| -1% | -$8.84K | 0.13% | 69 |
|
|
2024
Q3 | $690K | Hold |
3,124
| – | – | 0.14% | 65 |
|
|
2024
Q2 | $634K | Sell |
3,124
-32
| -1% | -$6.49K | 0.14% | 62 |
|
|
2024
Q1 | $664K | Hold |
3,156
| – | – | 0.15% | 62 |
|
|
2023
Q4 | $633K | Sell |
3,156
-30
| -0.9% | -$6.02K | 0.16% | 56 |
|
|
2023
Q3 | $563K | Sell |
3,186
-696
| -18% | -$123K | 0.13% | 52 |
|
|
2023
Q2 | $727K | Sell |
3,882
-63
| -2% | -$11.8K | 0.17% | 51 |
|
|
2023
Q1 | $704K | Buy |
3,945
+115
| +3% | +$20.5K | 0.14% | 53 |
|
|
2022
Q4 | $668K | Buy |
3,830
+177
| +5% | +$30.9K | 0.15% | 53 |
|
|
2022
Q3 | $602K | Hold |
3,653
| – | – | 0.18% | 53 |
|
|
2022
Q2 | $619K | Sell |
3,653
-112
| -3% | -$19K | 0.17% | 60 |
|
|
2022
Q1 | $773K | Buy |
3,765
+96
| +3% | +$19.7K | 0.2% | 53 |
|
|
2021
Q4 | $816K | Sell |
3,669
-94
| -2% | -$20.9K | 0.2% | 56 |
|
|
2021
Q3 | $823K | Buy |
3,763
+258
| +7% | +$56.4K | 0.21% | 55 |
|
|
2021
Q2 | $804K | Buy |
3,505
+311
| +10% | +$71.3K | 0.21% | 49 |
|
|
2021
Q1 | $706K | Buy |
3,194
+137
| +4% | +$30.3K | 0.17% | 53 |
|
|
2020
Q4 | $599K | Sell |
3,057
-450
| -13% | -$88.2K | 0.17% | 43 |
|
|
2020
Q3 | $525K | Buy |
+3,507
| New | +$525K | 0.18% | 44 |
|
|
2020
Q1 | – | Sell |
-1,685
| Closed | -$279K | – | 96 |
|
|
2019
Q4 | $279K | Buy |
+1,685
| New | +$279K | 0.08% | 52 |
|