ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC – iShares Core S&P 500 ETF Transaction History
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC portfolio value:
$768,000
portfolio value
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.02% | 195 shares | 30K | $358.65 | 2.14K |
| Q2 2022 | share | Decrease | -4.14% | -84 shares | -184K | $379.15 | 1.94K |
| Q1 2022 | share | Increase | +0.35% | 7 shares | -44K | $453.69 | 2.03K |
| Q4 2021 | share | Decrease | -4.48% | -95 shares | 53K | $478.18 | 2.02K |
| Q3 2021 | share | Decrease | -0.05% | -1 shares | 1K | $430.82 | 2.11K |
| Q2 2021 | share | Increase | +1.73% | 36 shares | 83K | $428.29 | 2.12K |
| Q1 2021 | share | Decrease | -0.48% | -10 shares | 43K | $395.17 | 2.08K |
| Q4 2020 | share | Increase | +1.75% | 36 shares | 94K | $371.65 | 2.09K |
| Q3 2020 | share | Increase | +13.20% | 240 shares | 129K | $331.25 | 2.05K |
| Q2 2020 | share | Increase | +2.77% | 49 shares | 106K | $303.84 | 1.81K |
| Q1 2020 | share | Decrease | -43.70% | -1.37K shares | -559K | $252.48 | 1.76K |
| Q4 2019 | share | Decrease | -0.91% | -29 shares | 69K | $313.89 | 3.14K |
| Q3 2019 | share | Increase | +91.14% | 1.51K shares | 458K | $288.05 | 3.17K |
| Q2 2019 | share | Increase | +4.27% | 68 shares | 36K | $283 | 1.65K |
| Q1 2019 | share | Decrease | -4.56% | -76 shares | 34K | $271.55 | 1.59K |
| Q4 2018 | share | Increase | 0.00% | 1.66K shares | 419K | $239.15 | 1.66K |