PETERSON WEALTH ADVISORS, LLC – iShares Core S&P Small-Cap ETF Transaction History
PETERSON WEALTH ADVISORS, LLC portfolio value:
$1.89M
portfolio value
PETERSON WEALTH ADVISORS, LLC quarter portfolio value change:
-5.65%
quarter
iShares Core S&P Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.60% | -132 shares | -126K | $87.19 | 21.77K |
| Q2 2022 | share | Increase | +0.16% | 36 shares | -335K | $92.41 | 21.90K |
| Q1 2022 | share | Decrease | -2.33% | -522 shares | -205K | $107.88 | 21.86K |
| Q4 2021 | share | Increase | +0.72% | 159 shares | 137K | $114.65 | 22.38K |
| Q3 2021 | share | Decrease | -3.90% | -902 shares | -186K | $109.19 | 22.23K |
| Q2 2021 | share | Decrease | -0.95% | -223 shares | 78K | $112.47 | 23.13K |
| Q1 2021 | share | Decrease | -3.79% | -919 shares | 304K | $107.8 | 23.35K |
| Q4 2020 | share | Decrease | -2.82% | -704 shares | 477K | $91.05 | 24.27K |
| Q3 2020 | share | Increase | +0.65% | 161 shares | 59K | $69.39 | 24.97K |
| Q2 2020 | share | Increase | +72.44% | 10.42K shares | 887K | $67.19 | 24.81K |
| Q1 2020 | share | Decrease | -24.87% | -4.76K shares | -798K | $55.01 | 14.39K |
| Q4 2019 | share | Decrease | -2.42% | -475 shares | 78K | $81.83 | 19.15K |
| Q3 2019 | share | Increase | +0.11% | 21 shares | -7K | $75.59 | 19.63K |
| Q2 2019 | share | Increase | +2.30% | 441 shares | 7K | $75.74 | 19.61K |
| Q1 2019 | share | Decrease | -19.56% | -4.66K shares | -124K | $74.4 | 19.17K |
| Q4 2018 | share | Decrease | -20.24% | -6.04K shares | -955K | $66.62 | 23.83K |
| Q3 2018 | share | Decrease | -6.45% | -2.06K shares | -59K | $83.46 | 29.87K |
| Q2 2018 | share | Decrease | -8.56% | -2.99K shares | -24K | $79.58 | 31.93K |
| Q1 2018 | share | Decrease | -59.54% | -51.39K shares | -3.94M | $73.22 | 34.92K |
| Q4 2017 | share | Increase | 0.00% | 86.32K shares | 6.63M | $72.8 | 86.32K |