9258 WEALTH MANAGEMENT, LLC – iShares Russell 2000 ETF Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$1.50M
portfolio value
9258 WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.62%
quarter
iShares Russell 2000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.72% | -1.09K shares | -226K | $164.92 | 9.10K |
| Q2 2022 | share | Decrease | -8.84% | -990 shares | -570K | $169.36 | 10.20K |
| Q1 2022 | share | Increase | +64.72% | 4.39K shares | 786K | $205.27 | 11.19K |
| Q4 2021 | share | Increase | +72.86% | 2.86K shares | 652K | $222.93 | 6.79K |
| Q3 2021 | share | Increase | +16.54% | 558 shares | 86K | $218.75 | 3.93K |
| Q2 2021 | share | Decrease | -13.36% | -520 shares | -86K | $228.67 | 3.37K |
| Q1 2021 | share | Increase | +7.69% | 278 shares | 151K | $219.94 | 3.89K |
| Q4 2020 | share | Increase | +11.33% | 368 shares | 212K | $194.81 | 3.61K |
| Q3 2020 | share | Decrease | -0.28% | -9 shares | 31K | $148.37 | 3.24K |
| Q2 2020 | share | Decrease | -2.13% | -71 shares | 43K | $141.27 | 3.25K |
| Q1 2020 | share | Increase | +145.72% | 1.97K shares | 199K | $112.56 | 3.32K |
| Q4 2019 | share | Increase | 0.00% | 1.35K shares | 224K | $162.3 | 1.35K |