SOA WEALTH ADVISORS, LLC. – iShares Core S&P Small-Cap ETF Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$5.18M
portfolio value
SOA WEALTH ADVISORS, LLC. quarter portfolio value change:
-5.65%
quarter
iShares Core S&P Small-Cap ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -0.27% | -163 shares | -326K | $87.19 | 59.52K |
Q2 2022 | share | Decrease | -2.88% | -1.76K shares | -1.11M | $92.41 | 59.68K |
Q1 2022 | share | Increase | +1.80% | 1.08K shares | -291K | $107.88 | 61.45K |
Q4 2021 | share | Decrease | -0.31% | -188 shares | 309K | $114.65 | 60.36K |
Q3 2021 | share | Increase | +1.02% | 609 shares | -161K | $109.19 | 60.55K |
Q2 2021 | share | Decrease | -4.91% | -3.09K shares | -69K | $112.47 | 59.94K |
Q1 2021 | share | Decrease | -3.99% | -2.62K shares | -130K | $107.8 | 63.03K |
Q4 2020 | share | Increase | 0.00% | 65.65K shares | 6.97M | $91.05 | 65.65K |