HERITAGE WEALTH ADVISORS – iShares S&P Small-Cap 600 Value ETF Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$517,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-7.39%
quarter
iShares S&P Small-Cap 600 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -41K | $82.45 | 6.27K | |
| Q2 2022 | share | Increase | +10.58% | 600 shares | -23K | $89.03 | 6.27K |
| Q1 2022 | share | Increase | 0.00% | 5.67K shares | 581K | $102.39 | 5.67K |