JFS WEALTH ADVISORS, LLC – iShares S&P Mid-Cap 400 Value ETF Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$2.76M
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-4.67%
quarter
iShares S&P Mid-Cap 400 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +12.97% | 3.52K shares | 198K | $90 | 30.68K |
| Q2 2022 | share | Increase | +0.11% | 29 shares | -411K | $94.41 | 27.16K |
| Q1 2022 | share | Decrease | -3.47% | -976 shares | -136K | $109.64 | 27.13K |
| Q4 2021 | share | Increase | +19.45% | 4.57K shares | 686K | $110.62 | 28.10K |
| Q3 2021 | share | Increase | 0.00% | 23.53K shares | 2.42M | $103.04 | 23.53K |
| Q2 2016 | share | Decrease | -100.00% | -134 shares | -8K | $58.04 | 0 |
| Q1 2016 | share | 0.00% | 0 shares | 0 | $56 | 134 |