ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC – iShares Core S&P Small-Cap ETF Transaction History
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC portfolio value:
$20.08M
portfolio value
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC quarter portfolio value change:
-5.65%
quarter
iShares Core S&P Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.59% | 5.81K shares | -664K | $87.19 | 230.34K |
| Q2 2022 | share | Decrease | -3.91% | -9.12K shares | -4.45M | $92.41 | 224.52K |
| Q1 2022 | share | Increase | +3.57% | 8.04K shares | -628K | $107.88 | 233.65K |
| Q4 2021 | share | Increase | +5.13% | 11.00K shares | 2.40M | $114.65 | 225.60K |
| Q3 2021 | share | Increase | +7.81% | 15.53K shares | 943K | $109.19 | 214.60K |
| Q2 2021 | share | Increase | +3.38% | 6.51K shares | 1.59M | $112.47 | 199.06K |
| Q1 2021 | share | Decrease | -5.80% | -11.86K shares | 2.11M | $107.8 | 192.55K |
| Q4 2020 | share | Decrease | -3.90% | -8.3K shares | 3.84M | $91.05 | 204.41K |
| Q3 2020 | share | Increase | +3.07% | 6.33K shares | 845K | $69.39 | 212.71K |
| Q2 2020 | share | Increase | +2.73% | 5.48K shares | 2.82M | $67.19 | 206.38K |
| Q1 2020 | share | Increase | +14.20% | 24.97K shares | -3.47M | $55.01 | 200.90K |
| Q4 2019 | share | Increase | +9.61% | 15.42K shares | 2.25M | $81.83 | 175.92K |
| Q3 2019 | share | Increase | +8.98% | 13.22K shares | 965K | $75.59 | 160.49K |
| Q2 2019 | share | Increase | +6.52% | 9.01K shares | 862K | $75.74 | 147.27K |
| Q1 2019 | share | Increase | +11.44% | 14.19K shares | 2.06M | $74.4 | 138.25K |
| Q4 2018 | share | Increase | 0.00% | 124.05K shares | 8.6M | $66.62 | 124.05K |