SDWMA
Schneider Downs Wealth Management Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Buy |
2,144
+107
| +5% | +$30.6K | 0.09% | 86 |
|
|
2025
Q1 | $521K | Hold |
2,037
| – | – | 0.09% | 83 |
|
|
2024
Q4 | $586K | Hold |
2,037
| – | – | 0.11% | 78 |
|
|
2024
Q3 | $579K | Hold |
2,037
| – | – | 0.12% | 75 |
|
|
2024
Q2 | $535K | Buy |
+2,037
| New | +$535K | 0.12% | 72 |
|
|
2023
Q4 | – | Sell |
-2,116
| Closed | -$474K | – | 126 |
|
|
2023
Q3 | $474K | Sell |
2,116
-43
| -2% | -$9.64K | 0.11% | 61 |
|
|
2023
Q2 | $524K | Hold |
2,159
| – | – | 0.12% | 61 |
|
|
2023
Q1 | $490K | Sell |
2,159
-85
| -4% | -$19.3K | 0.1% | 66 |
|
|
2022
Q4 | $481K | Buy |
2,244
+195
| +10% | +$41.8K | 0.11% | 69 |
|
|
2022
Q3 | $423K | Buy |
2,049
+97
| +5% | +$20K | 0.12% | 71 |
|
|
2022
Q2 | $403K | Sell |
1,952
-68
| -3% | -$14K | 0.11% | 80 |
|
|
2022
Q1 | $517K | Buy |
2,020
+153
| +8% | +$39.2K | 0.13% | 75 |
|
|
2021
Q4 | $547K | Hold |
1,867
| – | – | 0.13% | 77 |
|
|
2021
Q3 | $548K | Buy |
1,867
+26
| +1% | +$7.63K | 0.14% | 75 |
|
|
2021
Q2 | $574K | Hold |
1,841
| – | – | 0.15% | 70 |
|
|
2021
Q1 | $554K | Hold |
1,841
| – | – | 0.14% | 67 |
|
|
2020
Q4 | $528K | Hold |
1,841
| – | – | 0.15% | 46 |
|
|
2020
Q3 | $408K | Hold |
1,841
| – | – | 0.14% | 53 |
|
|
2020
Q2 | $381K | Hold |
1,841
| – | – | 0.13% | 51 |
|
|
2020
Q1 | $291K | Buy |
1,841
+351
| +24% | +$55.5K | 0.11% | 60 |
|
|
2019
Q4 | $319K | Hold |
1,490
| – | – | 0.1% | 48 |
|
|
2019
Q3 | $287K | Hold |
1,490
| – | – | 0.09% | 51 |
|
|
2019
Q2 | $299K | Hold |
1,490
| – | – | 0.1% | 51 |
|
|
2019
Q1 | $293K | Hold |
1,490
| – | – | 0.11% | 51 |
|
|
2018
Q4 | $250K | Buy |
+1,490
| New | +$250K | 0.11% | 51 |
|