PETERSON WEALTH ADVISORS, LLC – iShares Core S&P Mid-Cap ETF Transaction History
PETERSON WEALTH ADVISORS, LLC portfolio value:
$492,000
portfolio value
PETERSON WEALTH ADVISORS, LLC quarter portfolio value change:
-3.08%
quarter
iShares Core S&P Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -16K | $219.26 | 2.24K | |
| Q2 2022 | share | 0.00% | 0 shares | -94K | $226.23 | 2.24K | |
| Q1 2022 | share | Decrease | -3.11% | -72 shares | -54K | $268.34 | 2.24K |
| Q4 2021 | share | Increase | +1.14% | 26 shares | 54K | $282.78 | 2.31K |
| Q3 2021 | share | 0.00% | 0 shares | -13K | $263.07 | 2.29K | |
| Q2 2021 | share | 0.00% | 0 shares | 19K | $267.76 | 2.29K | |
| Q1 2021 | share | Decrease | -0.74% | -17 shares | 66K | $258.63 | 2.29K |
| Q4 2020 | share | 0.00% | 0 shares | 103K | $227.78 | 2.30K | |
| Q3 2020 | share | Increase | +0.48% | 11 shares | 19K | $183.12 | 2.30K |
| Q2 2020 | share | Decrease | -19.66% | -562 shares | -3K | $174.9 | 2.29K |
| Q1 2020 | share | Decrease | -39.35% | -1.85K shares | -559K | $140.98 | 2.85K |
| Q4 2019 | share | Increase | +0.79% | 37 shares | 67K | $200.54 | 4.71K |
| Q3 2019 | share | Increase | +0.49% | 23 shares | -1K | $187.44 | 4.67K |
| Q2 2019 | share | Increase | +2.20% | 100 shares | 10K | $187.6 | 4.65K |
| Q1 2019 | share | Decrease | -13.95% | -738 shares | 16K | $182.06 | 4.55K |
| Q4 2018 | share | Decrease | -16.63% | -1.05K shares | -399K | $159.03 | 5.29K |
| Q3 2018 | share | Decrease | -2.89% | -189 shares | 4K | $192.24 | 6.34K |
| Q2 2018 | share | Decrease | -7.53% | -532 shares | -52K | $185.25 | 6.53K |
| Q1 2018 | share | Decrease | -3.38% | -247 shares | -63K | $177.62 | 7.06K |
| Q4 2017 | share | Increase | 0.00% | 7.31K shares | 1.38M | $179.04 | 7.31K |