DOYLE WEALTH MANAGEMENT – iShares Russell 1000 ETF Transaction History
DOYLE WEALTH MANAGEMENT portfolio value:
$872,000
portfolio value
DOYLE WEALTH MANAGEMENT quarter portfolio value change:
-5.02%
quarter
iShares Russell 1000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -11.92% | -598 shares | -170K | $197.33 | 4.41K |
| Q2 2022 | share | Increase | +13.79% | 608 shares | -60K | $207.76 | 5.01K |
| Q1 2022 | share | Decrease | -2.56% | -116 shares | -95K | $250.07 | 4.40K |
| Q4 2021 | share | Decrease | -8.99% | -447 shares | -5K | $265.42 | 4.52K |
| Q3 2021 | share | Decrease | -5.94% | -314 shares | -78K | $241.71 | 4.97K |
| Q2 2021 | share | Decrease | -13.00% | -790 shares | -80K | $241.27 | 5.28K |
| Q1 2021 | share | Decrease | -0.74% | -45 shares | 63K | $222.57 | 6.07K |
| Q4 2020 | share | Decrease | -4.85% | -312 shares | 93K | $209.97 | 6.12K |
| Q3 2020 | share | Decrease | -6.90% | -477 shares | 18K | $184.79 | 6.43K |
| Q2 2020 | share | Decrease | -3.68% | -264 shares | 171K | $168.79 | 6.91K |
| Q1 2020 | share | Decrease | -4.15% | -311 shares | -321K | $138.66 | 7.17K |
| Q4 2019 | share | Increase | +1.00% | 74 shares | 117K | $173.85 | 7.48K |
| Q3 2019 | share | Decrease | -2.13% | -161 shares | -14K | $159.57 | 7.41K |
| Q2 2019 | share | Decrease | -5.62% | -451 shares | -53K | $157.18 | 7.57K |
| Q1 2019 | share | Decrease | -7.08% | -611 shares | 89K | $151.07 | 8.02K |
| Q4 2018 | share | Decrease | -0.18% | -16 shares | -202K | $132.65 | 8.63K |
| Q3 2018 | share | Decrease | -2.04% | -180 shares | 57K | $153.78 | 8.65K |
| Q2 2018 | share | Decrease | -0.51% | -45 shares | 39K | $143.23 | 8.83K |
| Q1 2018 | share | Decrease | -2.99% | -274 shares | -57K | $138.4 | 8.87K |
| Q4 2017 | share | Decrease | -0.10% | -9 shares | 79K | $139.45 | 9.14K |
| Q3 2017 | share | Decrease | -0.66% | -61 shares | 34K | $130.7 | 9.15K |
| Q2 2017 | share | Decrease | -0.95% | -88 shares | 25K | $125.25 | 9.21K |
| Q1 2017 | share | Increase | 0.00% | 9.30K shares | 1.22M | $121.53 | 9.30K |