SELECTIVE WEALTH MANAGEMENT, INC. – iShares Core S&P 500 ETF Transaction History
SELECTIVE WEALTH MANAGEMENT, INC. portfolio value:
$3.80M
portfolio value
SELECTIVE WEALTH MANAGEMENT, INC. 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 | +64.61% | 4.16K shares | 1.36M | $358.65 | 10.60K |
| Q2 2022 | share | Increase | +213.23% | 4.38K shares | 1.50M | $379.15 | 6.44K |
| Q1 2022 | share | Increase | +6.09% | 118 shares | 8K | $453.69 | 2.05K |
| Q4 2021 | share | Increase | +14.47% | 245 shares | 196K | $478.18 | 1.93K |
| Q3 2021 | share | Decrease | -4.35% | -77 shares | -32K | $430.82 | 1.69K |
| Q2 2021 | share | Decrease | -18.36% | -398 shares | -102K | $428.29 | 1.77K |
| Q1 2021 | share | Decrease | -8.87% | -211 shares | -30K | $395.17 | 2.16K |
| Q4 2020 | share | Decrease | -1.25% | -30 shares | 83K | $371.65 | 2.37K |
| Q3 2020 | share | Decrease | -8.85% | -234 shares | -9K | $331.25 | 2.40K |
| Q2 2020 | share | Increase | +16.23% | 369 shares | 231K | $303.84 | 2.64K |
| Q1 2020 | share | Decrease | -20.88% | -600 shares | -341K | $252.48 | 2.27K |
| Q4 2019 | share | Increase | +0.49% | 14 shares | 75K | $313.89 | 2.87K |
| Q3 2019 | share | Decrease | -15.68% | -532 shares | -146K | $288.05 | 2.86K |
| Q2 2019 | share | Increase | 0.00% | 3.39K shares | 1M | $283 | 3.39K |