PETERSON WEALTH ADVISORS, LLC – iShares Core S&P 500 ETF Transaction History
PETERSON WEALTH ADVISORS, LLC portfolio value:
$3.66M
portfolio value
PETERSON WEALTH ADVISORS, LLC quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.31% | -350 shares | -342K | $358.65 | 10.21K |
| Q2 2022 | share | Decrease | -0.10% | -11 shares | -792K | $379.15 | 10.56K |
| Q1 2022 | share | Decrease | -7.47% | -854 shares | -654K | $453.69 | 10.57K |
| Q4 2021 | share | Decrease | -2.20% | -257 shares | 417K | $478.18 | 11.42K |
| Q3 2021 | share | Decrease | -5.53% | -684 shares | -284K | $430.82 | 11.68K |
| Q2 2021 | share | Decrease | -1.36% | -170 shares | 330K | $428.29 | 12.36K |
| Q1 2021 | share | Decrease | -4.70% | -618 shares | 49K | $395.17 | 12.53K |
| Q4 2020 | share | Decrease | -6.89% | -973 shares | 191K | $371.65 | 13.15K |
| Q3 2020 | share | Decrease | -3.07% | -448 shares | 233K | $331.25 | 14.13K |
| Q2 2020 | share | Decrease | -2.59% | -388 shares | 648K | $303.84 | 14.57K |
| Q1 2020 | share | Decrease | -21.97% | -4.21K shares | -2.33M | $252.48 | 14.96K |
| Q4 2019 | share | Decrease | -3.19% | -633 shares | 285K | $313.89 | 19.18K |
| Q3 2019 | share | Decrease | -0.55% | -110 shares | 42K | $288.05 | 19.81K |
| Q2 2019 | share | Increase | +0.59% | 117 shares | 86K | $283 | 19.92K |
| Q1 2019 | share | Decrease | -10.15% | -2.23K shares | 240K | $271.55 | 19.80K |
| Q4 2018 | share | Decrease | -20.04% | -5.52K shares | -2.52M | $239.15 | 22.04K |
| Q3 2018 | share | Decrease | -5.13% | -1.49K shares | 136K | $276.32 | 27.57K |
| Q2 2018 | share | Decrease | -8.77% | -2.79K shares | -519K | $256.62 | 29.06K |
| Q1 2018 | share | Decrease | -74.07% | -91.01K shares | -24.57M | $248.24 | 31.85K |
| Q4 2017 | share | Increase | 0.00% | 122.86K shares | 33.03M | $250.34 | 122.86K |