Schneider Downs Wealth Management Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Buy |
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|
2025
Q1 | $617K | Buy |
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|
2024
Q4 | $681K | Sell |
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|
2024
Q3 | $690K | Hold |
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|
2024
Q2 | $634K | Sell |
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|
2024
Q1 | $664K | Hold |
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|
2023
Q4 | $633K | Sell |
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|
2023
Q3 | $563K | Sell |
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|
2023
Q2 | $727K | Sell |
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|
2023
Q1 | $704K | Buy |
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|
2022
Q4 | $668K | Buy |
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|
2022
Q3 | $602K | Hold |
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|
2022
Q2 | $619K | Sell |
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|
2022
Q1 | $773K | Buy |
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|
2021
Q4 | $816K | Sell |
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|
2021
Q3 | $823K | Buy |
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|
2021
Q2 | $804K | Buy |
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|
2021
Q1 | $706K | Buy |
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|
2020
Q4 | $599K | Sell |
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|
2020
Q3 | $525K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $279K | Buy |
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