TOTAL WEALTH PLANNING, LLC – iShares S&P Mid-Cap 400 Growth ETF Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
$308,000
portfolio value
TOTAL WEALTH PLANNING, LLC quarter portfolio value change:
-1.11%
quarter
iShares S&P Mid-Cap 400 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -3K | $63.02 | 4.88K | |
| Q2 2022 | share | Increase | +0.04% | 2 shares | -66K | $63.73 | 4.88K |
| Q1 2022 | share | Increase | +368.43% | 3.83K shares | 149K | $77.27 | 4.88K |
| Q4 2021 | share | Decrease | -73.90% | -2.95K shares | -88K | $85.18 | 1.04K |
| Q3 2021 | share | 0.00% | 0 shares | -7K | $79.19 | 3.99K | |
| Q2 2021 | share | Increase | +0.05% | 2 shares | 10K | $80.81 | 3.99K |
| Q1 2021 | share | 0.00% | 0 shares | 25K | $78.18 | 3.99K | |
| Q4 2020 | share | Decrease | -0.05% | -2 shares | 49K | $71.96 | 3.99K |
| Q3 2020 | share | Decrease | -4.50% | -188 shares | 5K | $59.45 | 3.99K |
| Q2 2020 | share | Increase | 0.00% | 4.18K shares | 234K | $55.55 | 4.18K |
| Q1 2020 | share | Decrease | -100.00% | -4.17K shares | -249K | $44.18 | 0 |
| Q4 2019 | share | Increase | +0.10% | 4 shares | 16K | $58.77 | 4.17K |
| Q3 2019 | share | 0.00% | 0 shares | -3K | $55.07 | 4.17K | |
| Q2 2019 | share | Increase | +0.10% | 4 shares | 8K | $55.51 | 4.17K |
| Q1 2019 | share | Increase | 0.00% | 4.16K shares | 228K | $53.6 | 4.16K |