SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC – iShares Core S&P Total U.S. Stock Market ETF Transaction History
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC portfolio value:
$25.50M
portfolio value
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC quarter portfolio value change:
-5.06%
quarter
iShares Core S&P Total U.S. Stock Market ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -2.91% | -9.62K shares | -2.16M | $79.54 | 320.65K |
Q2 2022 | share | Increase | +3.78% | 12.01K shares | -4.45M | $83.78 | 330.27K |
Q1 2022 | share | Increase | +3.64% | 11.16K shares | -727K | $100.94 | 318.26K |
Q4 2021 | share | Increase | 0.00% | 307.09K shares | 32.85M | $107.29 | 307.09K |