CURI WEALTH MANAGEMENT, LLC – iShares Core S&P Small-Cap ETF Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$7.61M
portfolio value
CURI WEALTH MANAGEMENT, 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 | Increase | +22.91% | 16.27K shares | 1.04M | $87.19 | 87.29K |
| Q2 2022 | share | Increase | +14.14% | 8.79K shares | -149K | $92.41 | 71.01K |
| Q1 2022 | share | Increase | +9.07% | 5.17K shares | -227K | $107.88 | 62.22K |
| Q4 2021 | share | Increase | +21.49% | 10.09K shares | 1.81M | $114.65 | 57.04K |
| Q3 2021 | share | Increase | +14.71% | 6.02K shares | 503K | $109.19 | 46.95K |
| Q2 2021 | share | Increase | +27.38% | 8.79K shares | 1.13M | $112.47 | 40.93K |
| Q1 2021 | share | Increase | +19.62% | 5.27K shares | 1.01M | $107.8 | 32.13K |
| Q4 2020 | share | Increase | 0.00% | 26.86K shares | 2.46M | $91.05 | 26.86K |