SOA WEALTH ADVISORS, LLC. – iShares Russell 1000 Value ETF Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$2.65M
portfolio value
SOA 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 | Increase | +0.96% | 186 shares | -149K | $135.99 | 19.52K |
| Q2 2022 | share | Decrease | -0.29% | -56 shares | -415K | $144.97 | 19.34K |
| Q1 2022 | share | Increase | +1.77% | 337 shares | 18K | $165.98 | 19.39K |
| Q4 2021 | share | Decrease | -1.78% | -345 shares | 164K | $167.97 | 19.06K |
| Q3 2021 | share | Increase | +0.49% | 94 shares | -26K | $156.51 | 19.40K |
| Q2 2021 | share | Decrease | -6.08% | -1.25K shares | -53K | $157.82 | 19.31K |
| Q1 2021 | share | Increase | +1.12% | 228 shares | 194K | $150.24 | 20.56K |
| Q4 2020 | share | Increase | 0.00% | 20.33K shares | 2.92M | $134.99 | 20.33K |