SDWMA
Schneider Downs Wealth Management Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,799
| Closed | -$476K | – | 97 |
|
|
2020
Q1 | $476K | Sell |
5,799
-2,525
| -30% | -$207K | 0.17% | 46 |
|
|
2019
Q4 | $1.07M | Buy |
8,324
+1,053
| +14% | +$135K | 0.32% | 29 |
|
|
2019
Q3 | $868K | Hold |
7,271
| – | – | 0.27% | 31 |
|
|
2019
Q2 | $876K | Sell |
7,271
-809
| -10% | -$97.5K | 0.31% | 30 |
|
|
2019
Q1 | $969K | Sell |
8,080
-2,971
| -27% | -$356K | 0.37% | 24 |
|
|
2018
Q4 | $1.19M | Buy |
+11,051
| New | +$1.19M | 0.51% | 18 |
|