SDWMA
Schneider Downs Wealth Management Advisors’s iShares S&P 100 ETF OEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Hold |
1,398
| – | – | 0.06% | 101 |
|
|
2025
Q1 | $379K | Buy |
1,398
+17
| +1% | +$4.6K | 0.07% | 99 |
|
|
2024
Q4 | $399K | Buy |
1,381
+225
| +19% | +$65K | 0.08% | 98 |
|
|
2024
Q3 | $320K | Hold |
1,156
| – | – | 0.07% | 107 |
|
|
2024
Q2 | $306K | Hold |
1,156
| – | – | 0.07% | 100 |
|
|
2024
Q1 | $286K | Hold |
1,156
| – | – | 0.07% | 105 |
|
|
2023
Q4 | $258K | Buy |
+1,156
| New | +$258K | 0.07% | 97 |
|