iShares S&P MidCap 400 Growth shares owned by Peterson Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Peterson Wealth Advisors
from 13F filings
Historical chart of Peterson Wealth Advisors investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Peterson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $724k | 7.6k | 95.57 |
| 2025-06-30 | $688k | 7.6k | 90.98 |
| 2025-03-31 | $622k | 8.3k | 75.21 |
| 2024-12-31 | $717k | 7.8k | 92.27 |
| 2024-09-30 | $713k | 7.8k | 91.93 |
| 2024-06-30 | $653k | 7.4k | 88.11 |
| 2024-03-31 | $675k | 7.4k | 91.25 |
| 2023-12-31 | $584k | 7.4k | 79.22 |
| 2023-09-30 | $500k | 6.9k | 72.24 |
| 2023-06-30 | $518k | 6.9k | 75.14 |
| 2023-03-31 | $500k | 7.0k | 71.51 |
| 2022-12-31 | $478k | 7.0k | 68.30 |
| 2022-09-30 | $442k | 7.0k | 63.06 |
| 2022-06-30 | $442k | 6.9k | 63.68 |
| 2022-03-31 | $545k | 7.0k | 77.32 |
| 2021-12-31 | $580k | 6.8k | 85.19 |
| 2021-09-30 | $538k | 6.8k | 79.18 |
| 2021-06-30 | $550k | 6.8k | 80.89 |
| 2021-03-31 | $532k | 6.8k | 78.35 |
| 2020-12-31 | $529k | 7.3k | 72.25 |
| 2020-09-30 | $438k | 1.8k | 239.08 |
| 2020-06-30 | $411k | 1.8k | 224.10 |
| 2020-03-31 | $259k | 1.5k | 178.13 |
| 2019-12-31 | $388k | 1.6k | 238.18 |
| 2019-09-30 | $364k | 1.6k | 224.14 |
| 2019-06-30 | $366k | 1.6k | 226.07 |
| 2019-03-31 | $364k | 1.6k | 225.39 |
| 2018-12-31 | $308k | 1.6k | 191.30 |
| 2018-09-30 | $373k | 1.6k | 232.83 |
| 2018-06-30 | $378k | 1.7k | 225.00 |
| 2018-03-31 | $371k | 1.7k | 218.24 |
| 2017-12-31 | $202k | 938 | 215.35 |
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