CWS FINANCIAL ADVISORS, LLC – iShares Core S&P Mid-Cap ETF Transaction History
CWS FINANCIAL ADVISORS, LLC portfolio value:
$971,000
portfolio value
CWS FINANCIAL ADVISORS, LLC quarter portfolio value change:
-3.08%
quarter
iShares Core S&P Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -30K | $219.26 | 4.42K | |
| Q2 2022 | share | Increase | +25.16% | 890 shares | 52K | $226.23 | 4.42K |
| Q1 2022 | share | Decrease | -14.73% | -611 shares | -225K | $268.34 | 3.53K |
| Q4 2021 | share | Increase | +32.52% | 1.01K shares | 333K | $282.78 | 4.14K |
| Q2 2021 | share | Increase | +2.72% | 83 shares | 48K | $267.76 | 3.13K |
| Q1 2021 | share | 0.00% | 0 shares | 93K | $258.63 | 3.04K | |
| Q4 2020 | share | Decrease | -1.52% | -47 shares | 127K | $227.78 | 3.04K |
| Q3 2020 | share | Decrease | -0.74% | -23 shares | 19K | $183.12 | 3.09K |
| Q2 2020 | share | Increase | 0.00% | 3.11K shares | 554K | $174.9 | 3.11K |