SUMMIT FINANCIAL STRATEGIES, INC. – iShares Russell 1000 Value ETF Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$1.33M
portfolio value
SUMMIT FINANCIAL STRATEGIES, INC. quarter portfolio value change:
-6.19%
quarter
iShares Russell 1000 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -88K | $135.99 | 9.81K | |
| Q2 2022 | share | 0.00% | 0 shares | -207K | $144.97 | 9.81K | |
| Q1 2022 | share | Decrease | -2.37% | -238 shares | -59K | $165.98 | 9.81K |
| Q4 2021 | share | Decrease | -0.18% | -18 shares | 112K | $167.97 | 10.05K |
| Q3 2021 | share | Increase | +0.18% | 18 shares | -18K | $156.51 | 10.07K |
| Q2 2021 | share | Increase | 0.00% | 10.05K shares | 1.59M | $157.82 | 10.05K |