JFS WEALTH ADVISORS, LLC – iShares Core S&P U.S. Value ETF Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$674,000
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-6.38%
quarter
iShares Core S&P U.S. Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.34% | -37 shares | -49K | $62.61 | 10.77K |
| Q2 2022 | share | 0.00% | 0 shares | -97K | $66.88 | 10.80K | |
| Q1 2022 | share | Increase | +20.74% | 1.85K shares | 137K | $75.87 | 10.80K |
| Q4 2021 | share | 0.00% | 0 shares | 49K | $76.35 | 8.95K | |
| Q3 2021 | share | Increase | 0.00% | 8.95K shares | 634K | $70.88 | 8.95K |