WESCOTT FINANCIAL ADVISORY GROUP, LLC – iShares S&P 500 Value ETF Transaction History
WESCOTT FINANCIAL ADVISORY GROUP, LLC portfolio value:
$2.75M
portfolio value
WESCOTT FINANCIAL ADVISORY GROUP, LLC quarter portfolio value change:
-6.50%
quarter
iShares S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.84% | 1.18K shares | -29K | $128.52 | 21.40K |
| Q2 2022 | share | Increase | +4.96% | 955 shares | -220K | $137.46 | 20.22K |
| Q1 2022 | share | Increase | +60.04% | 7.22K shares | 1.11M | $155.72 | 19.26K |
| Q4 2021 | share | Increase | +14.32% | 1.50K shares | 355K | $156.74 | 12.03K |
| Q3 2021 | share | Increase | +0.30% | 32 shares | -26K | $145.42 | 10.53K |
| Q2 2021 | share | Increase | +19.17% | 1.68K shares | 313K | $146.8 | 10.49K |
| Q1 2021 | share | Increase | +11.11% | 881 shares | 229K | $139.94 | 8.80K |
| Q4 2020 | share | Increase | 0.00% | 7.92K shares | 1.01M | $126.22 | 7.92K |