WEALTH DIMENSIONS GROUP, LTD. – iShares Russell 2000 Value ETF Transaction History
WEALTH DIMENSIONS GROUP, LTD. portfolio value:
$2.5M
portfolio value
WEALTH DIMENSIONS GROUP, LTD. quarter portfolio value change:
-5.30%
quarter
iShares Russell 2000 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.70% | 324 shares | -96K | $128.93 | 19.39K |
| Q2 2022 | share | Decrease | -8.77% | -1.83K shares | -777K | $136.15 | 19.06K |
| Q1 2022 | share | Increase | +17.70% | 3.14K shares | 425K | $161.4 | 20.89K |
| Q4 2021 | share | Increase | +22.69% | 3.28K shares | 629K | $165.91 | 17.75K |
| Q3 2021 | share | Increase | +17.33% | 2.13K shares | 274K | $160.23 | 14.47K |
| Q2 2021 | share | Increase | +23.22% | 2.32K shares | 449K | $164.98 | 12.33K |
| Q1 2021 | share | Decrease | -3.38% | -350 shares | 231K | $158.34 | 10.01K |
| Q4 2020 | share | Increase | 0.00% | 10.36K shares | 1.36M | $130.49 | 10.36K |