WILLOW CREEK WEALTH MANAGEMENT INC. – iShares Core S&P Small-Cap ETF Transaction History
WILLOW CREEK WEALTH MANAGEMENT INC. portfolio value:
$465,000
portfolio value
WILLOW CREEK WEALTH MANAGEMENT INC. quarter portfolio value change:
-5.65%
quarter
iShares Core S&P Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -28K | $87.19 | 5.33K | |
| Q2 2022 | share | 0.00% | 0 shares | -82K | $92.41 | 5.33K | |
| Q1 2022 | share | Decrease | -3.54% | -196 shares | -58K | $107.88 | 5.33K |
| Q4 2021 | share | 0.00% | 0 shares | 29K | $114.65 | 5.53K | |
| Q3 2021 | share | 0.00% | 0 shares | -21K | $109.19 | 5.53K | |
| Q2 2021 | share | Decrease | -4.66% | -270 shares | -4K | $112.47 | 5.53K |
| Q1 2021 | share | Decrease | -22.89% | -1.72K shares | -62K | $107.8 | 5.8K |
| Q4 2020 | share | Increase | +2.45% | 180 shares | 175K | $91.05 | 7.52K |
| Q3 2020 | share | Increase | 0.00% | 7.34K shares | 516K | $69.39 | 7.34K |