CASTLE WEALTH MANAGEMENT LLC – iShares Core S&P Small-Cap ETF Transaction History
CASTLE WEALTH MANAGEMENT LLC portfolio value:
$5.17M
portfolio value
CASTLE 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 | +23.42% | 11.27K shares | 731K | $87.19 | 59.40K |
| Q2 2022 | share | Increase | 0.00% | 48.12K shares | 4.44M | $92.41 | 48.12K |