MARCUM WEALTH, LLC – iShares Russell 1000 Value ETF Transaction History
MARCUM WEALTH, LLC portfolio value:
$1.14M
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
-6.19%
quarter
iShares Russell 1000 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -14.88% | -1.46K shares | -289K | $135.99 | 8.40K |
| Q2 2022 | share | Decrease | -18.14% | -2.18K shares | -570K | $144.97 | 9.87K |
| Q1 2022 | share | Decrease | -16.78% | -2.43K shares | -433K | $165.98 | 12.06K |
| Q4 2021 | share | Increase | +9.66% | 1.27K shares | 366K | $167.97 | 14.49K |
| Q3 2021 | share | Increase | +103.54% | 6.72K shares | 1.03M | $156.51 | 13.22K |
| Q2 2021 | share | Increase | +1.72% | 110 shares | 62K | $157.82 | 6.49K |
| Q1 2021 | share | Increase | 0.00% | 6.38K shares | 968K | $150.24 | 6.38K |