SUMMIT WEALTH & RETIREMENT PLANNING, INC. – iShares Russell 1000 Growth ETF Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$3.29M
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 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 | Decrease | -15.36% | -2.83K shares | -750K | $210.4 | 15.64K |
| Q2 2022 | share | Increase | +31.03% | 4.37K shares | 126K | $218.7 | 18.47K |
| Q1 2022 | share | Increase | +76.00% | 6.09K shares | 1.46M | $277.63 | 14.10K |
| Q4 2021 | share | Increase | +12.91% | 916 shares | 504K | $307.14 | 8.01K |
| Q3 2021 | share | 0.00% | 0 shares | 18K | $274.04 | 7.09K | |
| Q2 2021 | share | Decrease | -7.46% | -572 shares | 63K | $271.05 | 7.09K |
| Q1 2021 | share | Decrease | -0.98% | -76 shares | -4K | $242.37 | 7.66K |
| Q4 2020 | share | Increase | +8.70% | 620 shares | 323K | $240.12 | 7.74K |
| Q3 2020 | share | Decrease | -8.17% | -634 shares | 56K | $215.63 | 7.12K |
| Q2 2020 | share | Decrease | -0.77% | -60 shares | 311K | $190.43 | 7.75K |
| Q1 2020 | share | Increase | +29.13% | 1.76K shares | 113K | $149.17 | 7.81K |
| Q4 2019 | share | Decrease | -4.13% | -261 shares | 57K | $173.68 | 6.05K |
| Q3 2019 | share | Decrease | -5.58% | -373 shares | -45K | $157.19 | 6.31K |
| Q2 2019 | share | Decrease | -7.97% | -579 shares | -47K | $154.52 | 6.68K |
| Q1 2019 | share | Increase | +0.07% | 5 shares | 149K | $148.23 | 7.26K |
| Q4 2018 | share | Increase | 0.00% | 7.26K shares | 951K | $127.84 | 7.26K |