STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. – iShares Core Growth Allocation ETF Transaction History
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. portfolio value:
$2.10M
portfolio value
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. quarter portfolio value change:
-6.71%
quarter
iShares Core Growth Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -151K | $44.78 | 46.91K | |
| Q2 2022 | share | Decrease | -2.60% | -1.25K shares | -347K | $48 | 46.91K |
| Q1 2022 | share | Decrease | -8.85% | -4.67K shares | -417K | $53.96 | 48.16K |
| Q4 2021 | share | Increase | +4.59% | 2.31K shares | 213K | $57.21 | 52.84K |
| Q3 2021 | share | Decrease | -0.88% | -446 shares | -51K | $55.33 | 50.52K |
| Q2 2021 | share | Increase | +0.20% | 100 shares | 129K | $55.59 | 50.97K |
| Q1 2021 | share | 0.00% | 0 shares | 70K | $53.05 | 50.87K | |
| Q4 2020 | share | Increase | +16.65% | 7.26K shares | 543K | $51.71 | 50.87K |
| Q3 2020 | share | Decrease | -24.09% | -13.84K shares | -553K | $47.51 | 43.60K |
| Q2 2020 | share | Increase | +74.20% | 24.47K shares | 1.3M | $45.21 | 57.44K |
| Q1 2020 | share | Increase | 0.00% | 32.97K shares | 1.36M | $40.14 | 32.97K |
| Q1 2019 | share | Decrease | -100.00% | -13.39K shares | -553K | $42.23 | 0 |
| Q4 2018 | share | Increase | 0.00% | 13.39K shares | 553K | $39.03 | 13.39K |