9258 WEALTH MANAGEMENT, LLC – iShares Core S&P U.S. Growth ETF Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$571,000
portfolio value
9258 WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.21%
quarter
iShares Core S&P U.S. Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.68% | -196 shares | -41K | $80.18 | 7.11K |
| Q2 2022 | share | Increase | +0.77% | 56 shares | -155K | $83.7 | 7.31K |
| Q1 2022 | share | Decrease | -17.19% | -1.50K shares | -247K | $105.66 | 7.25K |
| Q4 2021 | share | Increase | +20.64% | 1.5K shares | 270K | $116.19 | 8.76K |
| Q3 2021 | share | 0.00% | 0 shares | 10K | $102.41 | 7.26K | |
| Q2 2021 | share | 0.00% | 0 shares | 74K | $100.79 | 7.26K | |
| Q1 2021 | share | 0.00% | 0 shares | 16K | $90.49 | 7.26K | |
| Q4 2020 | share | 0.00% | 0 shares | 79K | $88.24 | 7.26K | |
| Q3 2020 | share | 0.00% | 0 shares | 43K | $79.36 | 7.26K | |
| Q2 2020 | share | Decrease | -0.68% | -50 shares | 52K | $71.12 | 7.26K |
| Q1 2020 | share | Decrease | -9.86% | -800 shares | -79K | $56.34 | 7.31K |
| Q4 2019 | share | Increase | 0.00% | 8.11K shares | 549K | $66.52 | 8.11K |