SAX WEALTH ADVISORS, LLC – iShares Russell 1000 Growth ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$1.63M
portfolio value
SAX WEALTH ADVISORS, 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 | Increase | +6.44% | 470 shares | 38K | $210.4 | 7.77K |
| Q2 2022 | share | Decrease | -16.68% | -1.46K shares | -836K | $218.7 | 7.30K |
| Q1 2022 | share | Increase | +1.64% | 141 shares | -202K | $277.63 | 8.76K |
| Q4 2021 | share | Increase | +2.14% | 181 shares | 322K | $307.14 | 8.62K |
| Q3 2021 | share | Increase | +0.04% | 3 shares | 22K | $274.04 | 8.44K |
| Q2 2021 | share | Increase | +1.90% | 157 shares | 278K | $271.05 | 8.43K |
| Q1 2021 | share | Increase | +2.30% | 186 shares | 61K | $242.37 | 8.28K |
| Q4 2020 | share | Increase | 0.00% | 8.09K shares | 1.95M | $240.12 | 8.09K |