PETERSON WEALTH ADVISORS, LLC – iShares Core S&P U.S. Growth ETF Transaction History
PETERSON WEALTH ADVISORS, LLC portfolio value:
$268,000
portfolio value
PETERSON WEALTH ADVISORS, LLC quarter portfolio value change:
-4.21%
quarter
iShares Core S&P U.S. Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -12K | $80.18 | 3.34K | |
| Q2 2022 | share | 0.00% | 0 shares | -73K | $83.7 | 3.34K | |
| Q1 2022 | share | Decrease | -2.08% | -71 shares | -42K | $105.66 | 3.34K |
| Q4 2021 | share | 0.00% | 0 shares | 46K | $116.19 | 3.41K | |
| Q3 2021 | share | 0.00% | 0 shares | 4K | $102.41 | 3.41K | |
| Q2 2021 | share | 0.00% | 0 shares | 35K | $100.79 | 3.41K | |
| Q1 2021 | share | Increase | 0.00% | 3.41K shares | 310K | $90.49 | 3.41K |
| Q4 2019 | share | Decrease | -100.00% | -5.96K shares | -375K | $66.52 | 0 |
| Q3 2019 | share | Increase | +0.39% | 23 shares | 3K | $61.45 | 5.96K |
| Q2 2019 | share | Increase | +1.61% | 94 shares | 12K | $61.03 | 5.93K |
| Q1 2019 | share | Increase | +0.33% | 19 shares | 53K | $58.48 | 5.84K |
| Q4 2018 | share | Increase | +0.67% | 39 shares | -52K | $50.93 | 5.82K |
| Q3 2018 | share | Increase | 0.00% | 5.78K shares | 359K | $59.82 | 5.78K |