BENCHMARK FINANCIAL WEALTH ADVISORS, LLC – iShares Core S&P Small-Cap ETF Transaction History
BENCHMARK FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$10.62M
portfolio value
BENCHMARK FINANCIAL WEALTH ADVISORS, 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 | Decrease | -1.31% | -1.62K shares | -786K | $87.19 | 121.90K |
| Q2 2022 | share | Decrease | -9.73% | -13.32K shares | -3.34M | $92.41 | 123.52K |
| Q1 2022 | share | Increase | +1.96% | 2.63K shares | -606K | $107.88 | 136.84K |
| Q4 2021 | share | Increase | +6.64% | 8.36K shares | 1.62M | $114.65 | 134.21K |
| Q3 2021 | share | Increase | +2.40% | 2.94K shares | -144K | $109.19 | 125.85K |
| Q2 2021 | share | Increase | +5.07% | 5.92K shares | 1.19M | $112.47 | 122.90K |
| Q1 2021 | share | Decrease | -1.69% | -2.01K shares | 1.76M | $107.8 | 116.97K |
| Q4 2020 | share | Increase | +3.54% | 4.06K shares | 2.86M | $91.05 | 118.98K |
| Q3 2020 | share | Decrease | -0.21% | -241 shares | 206K | $69.39 | 114.92K |
| Q2 2020 | share | Increase | +186.47% | 74.96K shares | 5.60M | $67.19 | 115.16K |
| Q1 2020 | share | Increase | +4.32% | 1.66K shares | -975K | $55.01 | 40.20K |
| Q4 2019 | share | Increase | +4.47% | 1.65K shares | 360K | $81.83 | 38.53K |
| Q3 2019 | share | Increase | +10.56% | 3.52K shares | 259K | $75.59 | 36.88K |
| Q2 2019 | share | Decrease | -8.77% | -3.20K shares | -209K | $75.74 | 33.36K |
| Q1 2019 | share | Decrease | -0.18% | -67 shares | 281K | $74.4 | 36.57K |
| Q4 2018 | share | Increase | +1.30% | 469 shares | -615K | $66.62 | 36.63K |
| Q3 2018 | share | Increase | 0.00% | 36.16K shares | 3.15M | $83.46 | 36.16K |