JFS WEALTH ADVISORS, LLC – iShares Core Aggressive Allocation ETF Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$379,000
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-7.41%
quarter
iShares Core Aggressive Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.96% | 65 shares | -26K | $55.45 | 6.83K |
| Q2 2022 | share | Increase | +2.81% | 185 shares | -49K | $59.89 | 6.77K |
| Q1 2022 | share | 0.00% | 0 shares | -26K | $68.94 | 6.58K | |
| Q4 2021 | share | Decrease | -3.78% | -259 shares | 2K | $72.97 | 6.58K |
| Q3 2021 | share | Decrease | -9.72% | -737 shares | -58K | $69.66 | 6.84K |
| Q2 2021 | share | Increase | +49.66% | 2.51K shares | 197K | $70.11 | 7.58K |
| Q1 2021 | share | Increase | +0.36% | 18 shares | 15K | $66.31 | 5.06K |
| Q4 2020 | share | Increase | +0.26% | 13 shares | 32K | $63.59 | 5.04K |
| Q3 2020 | share | Increase | +2.61% | 128 shares | 23K | $56.93 | 5.03K |
| Q2 2020 | share | Increase | +4.99% | 233 shares | 47K | $53.52 | 4.90K |
| Q1 2020 | share | 0.00% | 0 shares | -49K | $46.12 | 4.67K | |
| Q4 2019 | share | Decrease | -47.22% | -4.18K shares | -215K | $56.37 | 4.67K |
| Q3 2019 | share | Increase | +0.48% | 42 shares | 0 | $52.7 | 8.85K |
| Q2 2019 | share | Increase | +1.30% | 113 shares | 20K | $52.4 | 8.81K |
| Q1 2019 | share | Increase | +0.35% | 30 shares | 45K | $50.68 | 8.7K |
| Q4 2018 | share | Increase | +11.71% | 909 shares | -3K | $45.97 | 8.67K |
| Q3 2018 | share | Increase | +0.41% | 32 shares | 11K | $51.2 | 7.76K |
| Q2 2018 | share | Increase | +5.67% | 415 shares | 22K | $49.59 | 7.72K |
| Q1 2018 | share | Increase | +1.84% | 132 shares | 4K | $49.55 | 7.31K |
| Q4 2017 | share | Increase | +0.14% | 10 shares | 3K | $49.9 | 7.18K |
| Q3 2017 | share | Increase | +0.04% | 3 shares | 13K | $47.65 | 7.17K |
| Q2 2017 | share | Increase | +3.82% | 264 shares | 45K | $45.71 | 7.16K |
| Q1 2017 | share | 0.00% | 0 shares | 0 | $43.96 | 6.90K | |
| Q4 2016 | share | Decrease | -1.10% | -77 shares | -5K | $41.57 | 6.90K |
| Q3 2016 | share | Decrease | -21.57% | -1.92K shares | -77K | $41.36 | 6.98K |
| Q2 2016 | share | Increase | +28.27% | 1.96K shares | 94K | $39.6 | 8.90K |
| Q1 2016 | share | Increase | +1.67% | 114 shares | 8K | $38.98 | 6.94K |