PETERSON WEALTH ADVISORS, LLC – iShares S&P 500 Growth ETF Transaction History
PETERSON WEALTH ADVISORS, LLC portfolio value:
$3.55M
portfolio value
PETERSON WEALTH ADVISORS, LLC quarter portfolio value change:
-4.14%
quarter
iShares S&P 500 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.75% | -462 shares | -181K | $57.85 | 61.46K |
| Q2 2022 | share | Increase | +0.35% | 216 shares | -977K | $60.35 | 61.92K |
| Q1 2022 | share | Increase | +0.31% | 190 shares | -434K | $76.38 | 61.71K |
| Q4 2021 | share | Decrease | -0.55% | -340 shares | 576K | $84.16 | 61.52K |
| Q3 2021 | share | Decrease | -0.41% | -253 shares | 54K | $73.91 | 61.86K |
| Q2 2021 | share | Increase | +0.04% | 24 shares | 475K | $72.62 | 62.11K |
| Q1 2021 | share | Increase | +1.89% | 1.15K shares | 154K | $64.94 | 62.09K |
| Q4 2020 | share | Decrease | -0.06% | -35 shares | 366K | $63.55 | 60.94K |
| Q3 2020 | share | Decrease | -0.09% | -56 shares | 357K | $57.4 | 60.97K |
| Q2 2020 | share | Increase | +48.08% | 19.81K shares | 1.46M | $51.41 | 61.03K |
| Q1 2020 | share | Increase | +14.76% | 5.3K shares | -38K | $40.8 | 41.21K |
| Q4 2019 | share | Decrease | -0.85% | -308 shares | 109K | $47.72 | 35.91K |
| Q3 2019 | share | Increase | +0.53% | 192 shares | 15K | $44.09 | 36.22K |
| Q2 2019 | share | Increase | +0.41% | 148 shares | 33K | $43.74 | 36.03K |
| Q1 2019 | share | Increase | +13.79% | 4.34K shares | 394K | $41.89 | 35.88K |
| Q4 2018 | share | Decrease | -3.89% | -1.27K shares | -265K | $36.49 | 31.53K |
| Q3 2018 | share | Decrease | -7.64% | -2.71K shares | 9K | $42.77 | 32.81K |
| Q2 2018 | share | Decrease | -7.76% | -2.98K shares | -49K | $39.15 | 35.52K |
| Q1 2018 | share | Decrease | -7.54% | -3.14K shares | -98K | $37.22 | 38.51K |
| Q4 2017 | share | Increase | 0.00% | 41.65K shares | 1.59M | $36.56 | 41.65K |