STERLING FINANCIAL PLANNING, INC. – iShares S&P Small-Cap 600 Value ETF Transaction History
STERLING FINANCIAL PLANNING, INC. portfolio value:
$7.61M
portfolio value
STERLING FINANCIAL PLANNING, INC. quarter portfolio value change:
-7.39%
quarter
iShares S&P Small-Cap 600 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.09% | 4.47K shares | -210K | $82.45 | 92.41K |
| Q2 2022 | share | Increase | +3.93% | 3.32K shares | -834K | $89.03 | 87.93K |
| Q1 2022 | share | Increase | +1.18% | 983 shares | -75K | $102.39 | 84.60K |
| Q4 2021 | share | Increase | +2.36% | 1.92K shares | 514K | $104.55 | 83.62K |
| Q3 2021 | share | Increase | +2.57% | 2.04K shares | -173K | $100.67 | 81.69K |
| Q2 2021 | share | Increase | +3.56% | 2.73K shares | 649K | $104.9 | 79.64K |
| Q1 2021 | share | Increase | +4.29% | 3.16K shares | 1.75M | $100.01 | 76.90K |
| Q4 2020 | share | Increase | 0.00% | 73.74K shares | 5.99M | $80.44 | 73.74K |