SOA WEALTH ADVISORS, LLC. – iShares S&P Mid-Cap 400 Value ETF Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$1.46M
portfolio value
SOA WEALTH ADVISORS, LLC. quarter portfolio value change:
-4.67%
quarter
iShares S&P Mid-Cap 400 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.38% | -63 shares | -78K | $90 | 16.33K |
| Q2 2022 | share | Increase | +4.19% | 660 shares | -178K | $94.41 | 16.39K |
| Q1 2022 | share | Decrease | -0.37% | -59 shares | -22K | $109.64 | 15.73K |
| Q4 2021 | share | Increase | +9.10% | 1.31K shares | 256K | $110.62 | 15.79K |
| Q3 2021 | share | Decrease | -2.95% | -440 shares | -80K | $103.04 | 14.47K |
| Q2 2021 | share | Decrease | -4.82% | -755 shares | -26K | $104.78 | 14.91K |
| Q1 2021 | share | Increase | +0.03% | 4 shares | 118K | $101.06 | 15.67K |
| Q4 2020 | share | Increase | 0.00% | 15.66K shares | 1.47M | $85.25 | 15.66K |