ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC – iShares Core S&P Mid-Cap ETF Transaction History
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC portfolio value:
$926,000
portfolio value
ELWOOD & GOETZ WEALTH ADVISORY GROUP, 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 | Decrease | -2.81% | -122 shares | -57K | $219.26 | 4.22K |
| Q2 2022 | share | Increase | +44.08% | 1.33K shares | 173K | $226.23 | 4.34K |
| Q1 2022 | share | Decrease | -2.71% | -84 shares | -68K | $268.34 | 3.01K |
| Q4 2021 | share | Increase | +8.50% | 243 shares | 126K | $282.78 | 3.10K |
| Q3 2021 | share | Decrease | -5.40% | -163 shares | -60K | $263.07 | 2.85K |
| Q2 2021 | share | Decrease | -2.07% | -64 shares | 9K | $267.76 | 3.02K |
| Q1 2021 | share | Increase | +11.05% | 307 shares | 165K | $258.63 | 3.08K |
| Q4 2020 | share | Increase | +4.63% | 123 shares | 146K | $227.78 | 2.77K |
| Q3 2020 | share | Increase | +3.95% | 101 shares | 38K | $183.12 | 2.65K |
| Q2 2020 | share | Increase | 0.00% | 2.55K shares | 454K | $174.9 | 2.55K |