SUMMIT WEALTH & RETIREMENT PLANNING, INC. – iShares Russell 2000 ETF Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$3.51M
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 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 | -21.37% | -5.79K shares | -1.07M | $164.92 | 21.31K |
| Q2 2022 | share | Increase | +12.41% | 2.99K shares | -359K | $169.36 | 27.10K |
| Q1 2022 | share | Increase | +30.39% | 5.62K shares | 836K | $205.27 | 24.11K |
| Q4 2021 | share | Decrease | -4.48% | -868 shares | -122K | $222.93 | 18.49K |
| Q3 2021 | share | Increase | +11.52% | 2K shares | 254K | $218.75 | 19.36K |
| Q2 2021 | share | Decrease | -3.24% | -581 shares | 17K | $228.67 | 17.36K |
| Q1 2021 | share | Decrease | -3.40% | -631 shares | 323K | $219.94 | 17.94K |
| Q4 2020 | share | Decrease | -4.19% | -813 shares | 738K | $194.81 | 18.57K |
| Q3 2020 | share | Decrease | -3.38% | -678 shares | 31K | $148.37 | 19.38K |
| Q2 2020 | share | Increase | +16.25% | 2.80K shares | 897K | $141.27 | 20.06K |
| Q1 2020 | share | Increase | +552.34% | 14.61K shares | 1.53M | $112.56 | 17.26K |
| Q4 2019 | share | Decrease | -0.49% | -13 shares | 36K | $162.3 | 2.64K |
| Q3 2019 | share | Increase | +2.94% | 76 shares | 0 | $147.73 | 2.65K |
| Q2 2019 | share | Decrease | -19.13% | -611 shares | -87K | $151.25 | 2.58K |
| Q1 2019 | share | Increase | +0.09% | 3 shares | 62K | $148.38 | 3.19K |
| Q4 2018 | share | Increase | 0.00% | 3.19K shares | 427K | $129.43 | 3.19K |