TOTAL WEALTH PLANNING, LLC – iShares Core S&P Small-Cap ETF Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
$642,000
portfolio value
TOTAL WEALTH PLANNING, 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 | -56.32% | -9.49K shares | -916K | $87.19 | 7.36K |
| Q2 2022 | share | Decrease | -34.05% | -8.70K shares | -1.19M | $92.41 | 16.85K |
| Q1 2022 | share | Increase | 0.00% | 25.55K shares | 2.75M | $107.88 | 25.55K |