JFS WEALTH ADVISORS, LLC – iShares S&P Mid-Cap 400 Growth ETF Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$3.57M
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-1.11%
quarter
iShares S&P Mid-Cap 400 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.54% | 304 shares | -21K | $63.02 | 56.75K |
| Q2 2022 | share | Decrease | -0.14% | -78 shares | -770K | $63.73 | 56.45K |
| Q1 2022 | share | Decrease | -4.90% | -2.91K shares | -700K | $77.27 | 56.53K |
| Q4 2021 | share | Increase | +0.22% | 131 shares | 371K | $85.18 | 59.44K |
| Q3 2021 | share | Increase | +370606.25% | 59.29K shares | 4.69M | $79.19 | 59.31K |
| Q2 2021 | share | Increase | 0.00% | 16 shares | 1K | $80.81 | 16 |
| Q2 2016 | share | Decrease | -100.00% | -204 shares | -8K | $40.16 | 0 |
| Q1 2016 | share | 0.00% | 0 shares | 0 | $38.52 | 204 |