SUMMIT FINANCIAL STRATEGIES, INC. – iShares Russell 1000 Growth ETF Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$1.05M
portfolio value
SUMMIT FINANCIAL STRATEGIES, INC. quarter portfolio value change:
-3.80%
quarter
iShares Russell 1000 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.10% | -502 shares | -151K | $210.4 | 5.01K |
| Q2 2022 | share | Increase | +2.28% | 123 shares | -291K | $218.7 | 5.51K |
| Q1 2022 | share | Decrease | -3.44% | -192 shares | -209K | $277.63 | 5.39K |
| Q4 2021 | share | 0.00% | 0 shares | 176K | $307.14 | 5.58K | |
| Q3 2021 | share | Decrease | -0.30% | -17 shares | 9K | $274.04 | 5.58K |
| Q2 2021 | share | Increase | +16.20% | 781 shares | 350K | $271.05 | 5.60K |
| Q1 2021 | share | Increase | +2.03% | 96 shares | 32K | $242.37 | 4.82K |
| Q4 2020 | share | 0.00% | 0 shares | 114K | $240.12 | 4.72K | |
| Q3 2020 | share | Decrease | -0.21% | -10 shares | 116K | $215.63 | 4.72K |
| Q2 2020 | share | 0.00% | 0 shares | 196K | $190.43 | 4.73K | |
| Q1 2020 | share | 0.00% | 0 shares | -120K | $149.17 | 4.73K | |
| Q4 2019 | share | Decrease | -1.50% | -72 shares | 66K | $173.68 | 4.73K |
| Q3 2019 | share | 0.00% | 0 shares | 11K | $157.19 | 4.80K | |
| Q2 2019 | share | 0.00% | 0 shares | 29K | $154.52 | 4.80K | |
| Q1 2019 | share | 0.00% | 0 shares | 98K | $148.23 | 4.80K | |
| Q4 2018 | share | 0.00% | 0 shares | -121K | $127.84 | 4.80K | |
| Q3 2018 | share | 0.00% | 0 shares | 59K | $151.86 | 4.80K | |
| Q2 2018 | share | 0.00% | 0 shares | 37K | $139.2 | 4.80K | |
| Q1 2018 | share | 0.00% | 0 shares | 7K | $131.73 | 4.80K | |
| Q4 2017 | share | 0.00% | 0 shares | 46K | $129.99 | 4.80K | |
| Q3 2017 | share | 0.00% | 0 shares | 29K | $120.38 | 4.80K | |
| Q2 2017 | share | 0.00% | 0 shares | 25K | $113.82 | 4.80K | |
| Q1 2017 | share | 0.00% | 0 shares | 43K | $108.83 | 4.80K | |
| Q4 2016 | share | 0.00% | 0 shares | 3K | $100.03 | 4.80K | |
| Q3 2016 | share | Decrease | -0.93% | -45 shares | 14K | $98.93 | 4.80K |
| Q2 2016 | share | 0.00% | 0 shares | 3K | $94.65 | 4.85K | |
| Q1 2016 | share | 0.00% | 0 shares | 1K | $94.1 | 4.85K |