HERITAGE WEALTH MANAGEMENT, LLC – iShares Russell 1000 Growth ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$181,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC 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 | 0.00% | 0 shares | -7.08K | $210.4 | 860 | |
| Q2 2022 | share | 0.00% | 0 shares | -50.91K | $218.7 | 860 | |
| Q1 2022 | share | Decrease | -1.83% | -16 shares | -1K | $277.63 | 860 |
| Q3 2021 | share | Decrease | -3.10% | -28 shares | -5K | $274.04 | 876 |
| Q2 2021 | share | 0.00% | 0 shares | 25K | $271.05 | 904 | |
| Q1 2021 | share | Increase | 0.00% | 904 shares | 220K | $242.37 | 904 |