PETERSON WEALTH ADVISORS, LLC – iShares S&P Mid-Cap 400 Growth ETF Transaction History
PETERSON WEALTH ADVISORS, LLC portfolio value:
$442,000
portfolio value
PETERSON WEALTH ADVISORS, LLC quarter portfolio value change:
-1.11%
quarter
iShares S&P Mid-Cap 400 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.98% | 68 shares | 0 | $63.02 | 7.00K |
| Q2 2022 | share | Decrease | -1.53% | -108 shares | -103K | $63.73 | 6.94K |
| Q1 2022 | share | Increase | +3.54% | 241 shares | -35K | $77.27 | 7.04K |
| Q4 2021 | share | Increase | +0.19% | 13 shares | 42K | $85.18 | 6.80K |
| Q3 2021 | share | Decrease | -0.06% | -4 shares | -12K | $79.19 | 6.79K |
| Q2 2021 | share | Increase | +0.13% | 9 shares | 18K | $80.81 | 6.79K |
| Q1 2021 | share | Decrease | -7.27% | -532 shares | 3K | $78.18 | 6.79K |
| Q4 2020 | share | Decrease | -0.08% | -6 shares | 91K | $71.96 | 7.32K |
| Q3 2020 | share | Decrease | -0.11% | -8 shares | 27K | $59.45 | 7.32K |
| Q2 2020 | share | Increase | +26.13% | 1.52K shares | 152K | $55.55 | 7.33K |
| Q1 2020 | share | Decrease | -10.74% | -700 shares | -129K | $44.18 | 5.81K |
| Q4 2019 | share | Increase | +0.31% | 20 shares | 24K | $58.77 | 6.51K |
| Q3 2019 | share | Increase | +0.31% | 20 shares | -2K | $55.07 | 6.49K |
| Q2 2019 | share | Increase | +0.25% | 16 shares | 2K | $55.51 | 6.47K |
| Q1 2019 | share | Increase | +0.31% | 20 shares | 56K | $53.6 | 6.46K |
| Q4 2018 | share | Increase | +0.50% | 32 shares | -65K | $46.65 | 6.44K |
| Q3 2018 | share | Decrease | -4.64% | -312 shares | -5K | $56.68 | 6.40K |
| Q2 2018 | share | Decrease | -1.18% | -80 shares | 7K | $54.54 | 6.72K |
| Q1 2018 | share | Increase | +81.24% | 3.04K shares | 169K | $52.85 | 6.8K |
| Q4 2017 | share | Increase | 0.00% | 3.75K shares | 202K | $52.14 | 3.75K |