HERITAGE WEALTH ADVISORS – iShares S&P Small-Cap 600 Growth ETF Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$233,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-3.47%
quarter
iShares S&P Small-Cap 600 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -30.41% | -1K shares | -113K | $101.67 | 2.28K |
| Q2 2022 | share | Increase | +18.96% | 524 shares | 0 | $105.32 | 3.28K |
| Q1 2022 | share | Increase | +176.40% | 1.76K shares | 207K | $125.1 | 2.76K |
| Q4 2021 | share | 0.00% | 0 shares | 8.76K | $138.89 | 1K | |
| Q3 2021 | share | 0.00% | 0 shares | -2.59K | $130.04 | 1K | |
| Q2 2021 | share | 0.00% | 0 shares | 4.4K | $132.27 | 1K | |
| Q1 2021 | share | 0.00% | 0 shares | 14.23K | $127.75 | 1K | |
| Q4 2020 | share | 0.00% | 0 shares | 25.78K | $113.6 | 1K | |
| Q3 2020 | share | Increase | 0.00% | 1K shares | 88.22K | $87.58 | 1K |