ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC – iShares S&P Mid-Cap 400 Value ETF Transaction History
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC portfolio value:
$549,000
portfolio value
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC quarter portfolio value change:
-4.67%
quarter
iShares S&P Mid-Cap 400 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -27K | $90 | 6.10K | |
| Q2 2022 | share | 0.00% | 0 shares | -93K | $94.41 | 6.10K | |
| Q1 2022 | share | 0.00% | 0 shares | -7K | $109.64 | 6.10K | |
| Q4 2021 | share | Increase | +0.74% | 45 shares | 52K | $110.62 | 6.10K |
| Q3 2021 | share | 0.00% | 0 shares | -14K | $103.04 | 6.05K | |
| Q2 2021 | share | Decrease | -5.09% | -325 shares | -13K | $104.78 | 6.05K |
| Q1 2021 | share | 0.00% | 0 shares | 100K | $101.06 | 6.38K | |
| Q4 2020 | share | 0.00% | 0 shares | 121K | $85.25 | 6.38K | |
| Q3 2020 | share | 0.00% | 0 shares | 6K | $66.32 | 6.38K | |
| Q2 2020 | share | Increase | 0.00% | 6.38K shares | 424K | $65 | 6.38K |