SAX WEALTH ADVISORS, LLC – iShares Russell 1000 Value ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$718,000
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-6.19%
quarter
iShares Russell 1000 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -25.00% | -1.76K shares | -302K | $135.99 | 5.27K |
| Q2 2022 | share | Increase | +2.18% | 150 shares | -123K | $144.97 | 7.03K |
| Q1 2022 | share | Increase | +5.76% | 375 shares | 49K | $165.98 | 6.88K |
| Q4 2021 | share | Increase | +0.06% | 4 shares | 75K | $167.97 | 6.51K |
| Q3 2021 | share | Increase | +2.52% | 160 shares | 12K | $156.51 | 6.51K |
| Q2 2021 | share | Increase | +0.05% | 3 shares | 45K | $157.82 | 6.35K |
| Q1 2021 | share | Increase | +13.81% | 770 shares | 200K | $150.24 | 6.34K |
| Q4 2020 | share | Increase | 0.00% | 5.57K shares | 762K | $134.99 | 5.57K |