AJ WEALTH STRATEGIES, LLC – iShares Core S&P Mid-Cap ETF Transaction History
AJ WEALTH STRATEGIES, LLC portfolio value:
$1.81M
portfolio value
AJ WEALTH STRATEGIES, LLC 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 | +0.46% | 38 shares | -49K | $219.26 | 8.27K |
| Q2 2022 | share | Increase | +469.57% | 6.79K shares | 1.47M | $226.23 | 8.23K |
| Q1 2022 | share | 0.00% | 0 shares | -21K | $268.34 | 1.44K | |
| Q4 2021 | share | 0.00% | 0 shares | 29K | $282.78 | 1.44K | |
| Q3 2021 | share | 0.00% | 0 shares | -9K | $263.07 | 1.44K | |
| Q2 2021 | share | 0.00% | 0 shares | 13K | $267.76 | 1.44K | |
| Q1 2021 | share | 0.00% | 0 shares | 44K | $258.63 | 1.44K | |
| Q4 2020 | share | 0.00% | 0 shares | 64K | $227.78 | 1.44K | |
| Q3 2020 | share | Decrease | -59.28% | -2.10K shares | -363K | $183.12 | 1.44K |
| Q2 2020 | share | 0.00% | 0 shares | 120K | $174.9 | 3.55K | |
| Q1 2020 | share | Increase | 0.00% | 3.55K shares | 511K | $140.98 | 3.55K |