SUMMIT FINANCIAL WEALTH ADVISORS, LLC – iShares S&P Small-Cap 600 Value ETF Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$253,000
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC 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 | -2K | $82.45 | 2.74K | |
| Q2 2022 | share | Increase | 0.00% | 2.74K shares | 255K | $89.03 | 2.74K |
| Q1 2022 | share | Decrease | -100.00% | -2.74K shares | -294K | $102.39 | 0 |
| Q4 2021 | share | Increase | 0.00% | 2.74K shares | 294K | $104.55 | 2.74K |
| Q2 2021 | share | Decrease | -100.00% | -2.74K shares | -223K | $104.9 | 0 |
| Q1 2021 | share | Increase | 0.00% | 2.74K shares | 223K | $100.01 | 2.74K |
| Q3 2017 | share | Decrease | -100.00% | -3.28K shares | -229K | $69.67 | 0 |
| Q2 2017 | share | 0.00% | 0 shares | 2K | $65.47 | 3.28K | |
| Q1 2017 | share | 0.00% | 0 shares | -3K | $64.72 | 3.28K | |
| Q4 2016 | share | 0.00% | 0 shares | 25K | $65.06 | 3.28K | |
| Q3 2016 | share | Increase | 0.00% | 3.28K shares | 205K | $57.79 | 3.28K |