SDWMA
Schneider Downs Wealth Management Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.91M | Sell |
75,142
-240
| -0.3% | -$22.1K | 1.03% | 25 |
|
|
2025
Q1 | $6.41M | Buy |
75,382
+14
| +0% | +$1.19K | 1.16% | 22 |
|
|
2024
Q4 | $6.66M | Sell |
75,368
-996
| -1% | -$88K | 1.25% | 22 |
|
|
2024
Q3 | $6.73M | Sell |
76,364
-5,842
| -7% | -$515K | 1.38% | 20 |
|
|
2024
Q2 | $6.67M | Sell |
82,206
-12,592
| -13% | -$1.02M | 1.48% | 17 |
|
|
2024
Q1 | $7.97M | Sell |
94,798
-7,302
| -7% | -$614K | 1.84% | 15 |
|
|
2023
Q4 | $7.94M | Sell |
102,100
-3,107
| -3% | -$242K | 2.06% | 14 |
|
|
2023
Q3 | $7.29M | Sell |
105,207
-12,766
| -11% | -$884K | 1.69% | 13 |
|
|
2023
Q2 | $8.62M | Sell |
117,973
-3,329
| -3% | -$243K | 1.97% | 12 |
|
|
2023
Q1 | $8.48M | Sell |
121,302
-1,028
| -0.8% | -$71.9K | 1.74% | 12 |
|
|
2022
Q4 | $8.25M | Buy |
122,330
+13,426
| +12% | +$906K | 1.81% | 12 |
|
|
2022
Q3 | $6.77M | Sell |
108,904
-43
| -0% | -$2.67K | 1.98% | 10 |
|
|
2022
Q2 | $7.04M | Buy |
108,947
+14,297
| +15% | +$924K | 1.97% | 10 |
|
|
2022
Q1 | $7.39M | Sell |
94,650
-244
| -0.3% | -$19K | 1.88% | 10 |
|
|
2021
Q4 | $7.88M | Sell |
94,894
-868
| -0.9% | -$72.1K | 1.88% | 10 |
|
|
2021
Q3 | $7.49M | Sell |
95,762
-6,395
| -6% | -$500K | 1.94% | 9 |
|
|
2021
Q2 | $8.1M | Sell |
102,157
-3,518
| -3% | -$279K | 2.1% | 8 |
|
|
2021
Q1 | $7.81M | Sell |
105,675
-6,102
| -5% | -$451K | 1.91% | 8 |
|
|
2020
Q4 | $7.66M | Sell |
111,777
-11,334
| -9% | -$777K | 2.13% | 8 |
|
|
2020
Q3 | $7.06M | Sell |
123,111
-5,996
| -5% | -$344K | 2.37% | 7 |
|
|
2020
Q2 | $6.92M | Sell |
129,107
-8,280
| -6% | -$444K | 2.36% | 7 |
|
|
2020
Q1 | $5.93M | Sell |
137,387
-1,168
| -0.8% | -$50.4K | 2.17% | 8 |
|
|
2019
Q4 | $8.26M | Sell |
138,555
-12,030
| -8% | -$717K | 2.47% | 6 |
|
|
2019
Q3 | $8.43M | Sell |
150,585
-17,815
| -11% | -$997K | 2.62% | 3 |
|
|
2019
Q2 | $9.41M | Sell |
168,400
-3,516
| -2% | -$196K | 3.28% | 4 |
|
|
2019
Q1 | $9.28M | Sell |
171,916
-10,356
| -6% | -$559K | 3.5% | 4 |
|
|
2018
Q4 | $8.47M | Buy |
182,272
+136,834
| +301% | +$6.36M | 3.66% | 4 |
|
|
2018
Q3 | $10M | Sell |
45,438
-567
| -1% | -$125K | 6.35% | 4 |
|
|
2018
Q2 | $9.76M | Sell |
46,005
-1,058
| -2% | -$224K | 6.48% | 4 |
|
|
2018
Q1 | $9.72M | Sell |
47,063
-1,288
| -3% | -$266K | 5.48% | 4 |
|
|
2017
Q4 | $10.1M | Sell |
48,351
-243
| -0.5% | -$50.6K | 5.82% | 4 |
|
|
2017
Q3 | $9.58M | Sell |
48,594
-625
| -1% | -$123K | 6.17% | 4 |
|
|
2017
Q2 | $9.46M | Sell |
49,219
-1,668
| -3% | -$320K | 6.21% | 4 |
|
|
2017
Q1 | $9.53M | Sell |
50,887
-1,003
| -2% | -$188K | 6.51% | 3 |
|
|
2016
Q4 | $9.28M | Buy |
51,890
+33
| +0.1% | +$5.9K | 6.31% | 3 |
|
|
2016
Q3 | $9.04M | Sell |
51,857
-524
| -1% | -$91.3K | 5.85% | 3 |
|
|
2016
Q2 | $8.81M | Sell |
52,381
-629
| -1% | -$106K | 5.94% | 2 |
|
|
2016
Q1 | $8.64M | Buy |
53,010
+349
| +0.7% | +$56.9K | 6.02% | 2 |
|
|
2015
Q4 | $8.44M | Buy |
+52,661
| New | +$8.44M | 9.78% | 2 |
|