STERLING FINANCIAL PLANNING, INC. – iShares S&P 500 Value ETF Transaction History
STERLING FINANCIAL PLANNING, INC. portfolio value:
$3.34M
portfolio value
STERLING FINANCIAL PLANNING, INC. quarter portfolio value change:
-6.50%
quarter
iShares S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.55% | -681 shares | -326K | $128.52 | 25.99K |
| Q2 2022 | share | Decrease | -0.27% | -73 shares | -499K | $137.46 | 26.67K |
| Q1 2022 | share | Decrease | -0.34% | -90 shares | -38K | $155.72 | 26.75K |
| Q4 2021 | share | Decrease | -1.55% | -422 shares | 239K | $156.74 | 26.84K |
| Q3 2021 | share | Increase | +1.86% | 497 shares | 13K | $145.42 | 27.26K |
| Q2 2021 | share | Decrease | -1.19% | -322 shares | 126K | $146.8 | 26.76K |
| Q1 2021 | share | Increase | +2.17% | 576 shares | 432K | $139.94 | 27.08K |
| Q4 2020 | share | Increase | 0.00% | 26.51K shares | 3.39M | $126.22 | 26.51K |