CASSADY SCHILLER WEALTH MANAGEMENT, LLC – iShares Core S&P Small-Cap ETF Transaction History
CASSADY SCHILLER WEALTH MANAGEMENT, LLC portfolio value:
$414,000
portfolio value
CASSADY SCHILLER 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 | Decrease | -0.21% | -10 shares | -26K | $87.19 | 4.74K |
| Q2 2022 | share | Decrease | -8.90% | -465 shares | -124K | $92.41 | 4.75K |
| Q1 2022 | share | Increase | +4.63% | 231 shares | -8K | $107.88 | 5.22K |
| Q4 2021 | share | Increase | 0.00% | 4.99K shares | 572K | $114.65 | 4.99K |