Schneider Downs Wealth Management Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$425K	Hold
2025 Q1	$379K	Buy
2024 Q4	$399K	Buy
2024 Q3	$320K	Hold
2024 Q2	$306K	Hold
2024 Q1	$286K	Hold
2023 Q4	$258K	Buy