WILLOW CREEK WEALTH MANAGEMENT INC. – iShares Core S&P Mid-Cap ETF Transaction History
WILLOW CREEK WEALTH MANAGEMENT INC. portfolio value:
$573,000
portfolio value
WILLOW CREEK WEALTH MANAGEMENT INC. quarter portfolio value change:
-3.08%
quarter
iShares Core S&P Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.11% | 3 shares | -18K | $219.26 | 2.61K |
| Q2 2022 | share | Decrease | -8.96% | -257 shares | -179K | $226.23 | 2.61K |
| Q1 2022 | share | Decrease | -0.86% | -25 shares | -49K | $268.34 | 2.86K |
| Q4 2021 | share | Decrease | -0.10% | -3 shares | 57K | $282.78 | 2.89K |
| Q3 2021 | share | Decrease | -0.41% | -12 shares | -19K | $263.07 | 2.89K |
| Q2 2021 | share | Increase | +1.47% | 42 shares | 35K | $267.76 | 2.90K |
| Q1 2021 | share | Increase | +11.30% | 291 shares | 154K | $258.63 | 2.86K |
| Q4 2020 | share | Decrease | -1.19% | -31 shares | 109K | $227.78 | 2.57K |
| Q3 2020 | share | Increase | +129.20% | 1.46K shares | 281K | $183.12 | 2.60K |
| Q2 2020 | share | Increase | 0.00% | 1.13K shares | 202K | $174.9 | 1.13K |
| Q1 2020 | share | Decrease | -100.00% | -1.02K shares | -210K | $140.98 | 0 |
| Q4 2019 | share | Increase | 0.00% | 1.02K shares | 210K | $200.54 | 1.02K |
| Q3 2019 | share | Decrease | -100.00% | -1.06K shares | -208K | $187.44 | 0 |
| Q2 2019 | share | Increase | +0.19% | 2 shares | 6K | $187.6 | 1.06K |
| Q1 2019 | share | Increase | 0.00% | 1.06K shares | 202K | $182.06 | 1.06K |
| Q4 2018 | share | Decrease | -100.00% | -1.05K shares | -213K | $159.03 | 0 |
| Q3 2018 | share | Increase | 0.00% | 1.05K shares | 213K | $192.24 | 1.05K |