PETERSON WEALTH ADVISORS, LLC – iShares S&P 500 Value ETF Transaction History
PETERSON WEALTH ADVISORS, LLC portfolio value:
$291,000
portfolio value
PETERSON WEALTH ADVISORS, LLC quarter portfolio value change:
-6.50%
quarter
iShares S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -21K | $128.52 | 2.26K | |
| Q2 2022 | share | 0.00% | 0 shares | -41K | $137.46 | 2.26K | |
| Q1 2022 | share | Decrease | -17.93% | -495 shares | -79K | $155.72 | 2.26K |
| Q4 2021 | share | Increase | +0.47% | 13 shares | 32K | $156.74 | 2.76K |
| Q3 2021 | share | 0.00% | 0 shares | -6K | $145.42 | 2.74K | |
| Q2 2021 | share | Decrease | -0.04% | -1 shares | 18K | $146.8 | 2.74K |
| Q1 2021 | share | 0.00% | 0 shares | 36K | $139.94 | 2.74K | |
| Q4 2020 | share | 0.00% | 0 shares | 43K | $126.22 | 2.74K | |
| Q3 2020 | share | 0.00% | 0 shares | 12K | $110.18 | 2.74K | |
| Q2 2020 | share | Increase | +3.66% | 97 shares | 42K | $105.26 | 2.74K |
| Q1 2020 | share | Decrease | -4.57% | -127 shares | -107K | $93.09 | 2.65K |
| Q4 2019 | share | Decrease | -0.96% | -27 shares | 28K | $124.71 | 2.77K |
| Q3 2019 | share | Increase | +0.61% | 17 shares | 9K | $113.56 | 2.80K |
| Q2 2019 | share | Increase | +0.58% | 16 shares | 3K | $110.44 | 2.78K |
| Q1 2019 | share | Decrease | -1.03% | -29 shares | 39K | $106.21 | 2.77K |
| Q4 2018 | share | Increase | +1.60% | 44 shares | -37K | $94.74 | 2.80K |
| Q3 2018 | share | Decrease | -9.10% | -276 shares | -14K | $107.74 | 2.75K |
| Q2 2018 | share | Decrease | -3.47% | -109 shares | -10K | $101.83 | 3.03K |
| Q1 2018 | share | Decrease | -8.45% | -290 shares | -48K | $100.45 | 3.14K |
| Q4 2017 | share | Increase | 0.00% | 3.43K shares | 392K | $104.33 | 3.43K |