CLIENTFIRST WEALTH MANAGEMENT, LLC – iShares Russell 2000 Value ETF Transaction History
CLIENTFIRST WEALTH MANAGEMENT, LLC portfolio value:
$551,000
portfolio value
CLIENTFIRST WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.30%
quarter
iShares Russell 2000 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +19.06% | 595 shares | 126K | $128.93 | 3.71K |
| Q2 2022 | share | Increase | +81.35% | 1.4K shares | 147K | $136.15 | 3.12K |
| Q1 2022 | share | 0.00% | 0 shares | -1K | $161.4 | 1.72K | |
| Q4 2021 | share | Increase | 0.00% | 1.72K shares | 279K | $165.91 | 1.72K |