TOTAL WEALTH PLANNING, LLC – iShares Russell 1000 Growth ETF Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
$1.39M
portfolio value
TOTAL WEALTH PLANNING, LLC quarter portfolio value change:
-3.80%
quarter
iShares Russell 1000 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +76.17% | 2.87K shares | 573K | $210.4 | 6.63K |
| Q2 2022 | share | Decrease | -0.21% | -8 shares | -224K | $218.7 | 3.76K |
| Q1 2022 | share | Decrease | -18.95% | -883 shares | 343K | $277.63 | 3.77K |
| Q4 2021 | share | Increase | +40.63% | 1.34K shares | -203K | $307.14 | 4.65K |
| Q3 2021 | share | Decrease | -2.53% | -86 shares | -15K | $274.04 | 3.31K |
| Q2 2021 | share | Decrease | -0.53% | -18 shares | 93K | $271.05 | 3.39K |
| Q1 2021 | share | Decrease | -1.13% | -39 shares | -3K | $242.37 | 3.41K |
| Q4 2020 | share | Decrease | -11.07% | -430 shares | -10K | $240.12 | 3.45K |
| Q3 2020 | share | Decrease | -3.81% | -154 shares | 68K | $215.63 | 3.88K |
| Q2 2020 | share | Decrease | -3.92% | -165 shares | 142K | $190.43 | 4.04K |
| Q1 2020 | share | Decrease | -0.90% | -38 shares | -113K | $149.17 | 4.20K |
| Q4 2019 | share | Decrease | -0.35% | -15 shares | 66K | $173.68 | 4.24K |
| Q3 2019 | share | 0.00% | 0 shares | 10K | $157.19 | 4.25K | |
| Q2 2019 | share | Decrease | -8.61% | -401 shares | -35K | $154.52 | 4.25K |
| Q1 2019 | share | 0.00% | 0 shares | 95K | $148.23 | 4.65K | |
| Q4 2018 | share | Increase | 0.00% | 4.65K shares | 610K | $127.84 | 4.65K |