TRUEWEALTH ADVISORS, LLC – iShares Core S&P Small-Cap ETF Transaction History
TRUEWEALTH ADVISORS, LLC portfolio value:
$705,000
portfolio value
TRUEWEALTH ADVISORS, LLC quarter portfolio value change:
-5.65%
quarter
iShares Core S&P Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.17% | 611 shares | 14K | $87.19 | 8.09K |
| Q2 2022 | share | Increase | +5.40% | 383 shares | -122K | $92.41 | 7.48K |
| Q1 2022 | share | Increase | +27.00% | 1.91K shares | 99K | $107.88 | 9.01K |
| Q4 2021 | share | Increase | +99.63% | 3.54K shares | 425K | $114.65 | 7.09K |
| Q3 2021 | share | Increase | +3.61% | 124 shares | 0 | $109.19 | 3.55K |
| Q2 2021 | share | Increase | +10.14% | 316 shares | 54K | $112.47 | 3.43K |
| Q1 2021 | share | Increase | 0.00% | 3.11K shares | 334K | $107.8 | 3.11K |