Schneider Downs Wealth Management Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.91M | Sell |
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|
2025
Q1 | $6.41M | Buy |
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|
2024
Q4 | $6.66M | Sell |
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|
2024
Q3 | $6.73M | Sell |
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|
2024
Q2 | $6.67M | Sell |
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|
2024
Q1 | $7.97M | Sell |
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|
2023
Q4 | $7.94M | Sell |
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|
2023
Q3 | $7.29M | Sell |
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|
2023
Q2 | $8.62M | Sell |
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|
2023
Q1 | $8.48M | Sell |
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|
2022
Q4 | $8.25M | Buy |
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|
2022
Q3 | $6.77M | Sell |
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|
2022
Q2 | $7.04M | Buy |
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|
2022
Q1 | $7.39M | Sell |
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|
2021
Q4 | $7.88M | Sell |
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|
2021
Q3 | $7.49M | Sell |
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|
2021
Q2 | $8.1M | Sell |
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|
2021
Q1 | $7.81M | Sell |
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|
2020
Q4 | $7.66M | Sell |
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|
2020
Q3 | $7.06M | Sell |
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|
2020
Q2 | $6.92M | Sell |
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|
2020
Q1 | $5.93M | Sell |
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|
2019
Q4 | $8.26M | Sell |
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|
2019
Q3 | $8.43M | Sell |
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|
2019
Q2 | $9.41M | Sell |
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|
2019
Q1 | $9.28M | Sell |
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|
2018
Q4 | $8.47M | Buy |
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|
2018
Q3 | $10M | Sell |
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|
2018
Q2 | $9.76M | Sell |
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|
2018
Q1 | $9.72M | Sell |
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|
2017
Q4 | $10.1M | Sell |
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|
2017
Q3 | $9.58M | Sell |
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|
2017
Q2 | $9.46M | Sell |
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|
2017
Q1 | $9.53M | Sell |
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|
2016
Q4 | $9.28M | Buy |
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|
2016
Q3 | $9.04M | Sell |
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|
2016
Q2 | $8.81M | Sell |
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|
2016
Q1 | $8.64M | Buy |
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|
2015
Q4 | $8.44M | Buy |
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