WEALTHSPIRE ADVISORS, LLC – iShares Russell 2000 ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$18.31M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-2.62%
quarter
iShares Russell 2000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.95% | 1.04K shares | -317K | $164.92 | 111.07K |
| Q2 2022 | share | Increase | +12.16% | 11.92K shares | -1.50M | $169.36 | 110.03K |
| Q1 2022 | share | Increase | +3.07% | 2.92K shares | -1.03M | $205.27 | 98.10K |
| Q4 2021 | share | Decrease | -8.56% | -8.91K shares | -1.59M | $222.93 | 95.18K |
| Q3 2021 | share | Decrease | -3.12% | -3.35K shares | -1.87M | $218.75 | 104.10K |
| Q2 2021 | share | Increase | +0.80% | 853 shares | 1.09M | $228.67 | 107.45K |
| Q1 2021 | share | Decrease | -2.70% | -2.95K shares | 2.07M | $219.94 | 106.60K |
| Q4 2020 | share | Increase | 0.00% | 109.56K shares | 21.48M | $194.81 | 109.56K |
| Q2 2020 | share | Decrease | -100.00% | -148.29K shares | -16.97M | $141.27 | 0 |
| Q1 2020 | share | Increase | +10500.29% | 146.89K shares | 16.74M | $112.56 | 148.29K |
| Q4 2019 | share | Increase | +1.60% | 22 shares | 24K | $162.3 | 1.39K |
| Q3 2019 | share | 0.00% | 0 shares | -6K | $147.73 | 1.37K | |
| Q2 2019 | share | Increase | 0.00% | 1.37K shares | 214K | $151.25 | 1.37K |
| Q1 2019 | share | Decrease | -100.00% | -920 shares | -123K | $148.38 | 0 |
| Q4 2018 | share | Increase | 0.00% | 920 shares | 123K | $129.43 | 920 |