iShares S&P 500 Value Index shares owned by Peterson Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Peterson Wealth Advisors
from 13F filings
Historical chart of Peterson Wealth Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Peterson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $408k | 2.0k | 207.91 |
| 2025-06-30 | $412k | 2.1k | 195.44 |
| 2025-03-31 | $360k | 2.1k | 171.23 |
| 2024-12-31 | $404k | 2.1k | 191.49 |
| 2024-09-30 | $415k | 2.1k | 197.20 |
| 2024-06-30 | $427k | 2.3k | 182.00 |
| 2024-03-31 | $448k | 2.4k | 186.81 |
| 2023-12-31 | $365k | 2.1k | 173.85 |
| 2023-09-30 | $327k | 2.1k | 153.86 |
| 2023-06-30 | $344k | 2.1k | 161.50 |
| 2023-03-31 | $344k | 2.3k | 151.77 |
| 2022-12-31 | $329k | 2.3k | 145.08 |
| 2022-09-30 | $291k | 2.3k | 128.42 |
| 2022-06-30 | $312k | 2.3k | 137.69 |
| 2022-03-31 | $353k | 2.3k | 155.78 |
| 2021-12-31 | $432k | 2.8k | 156.47 |
| 2021-09-30 | $400k | 2.7k | 145.56 |
| 2021-06-30 | $406k | 2.7k | 147.74 |
| 2021-03-31 | $388k | 2.7k | 141.14 |
| 2020-12-31 | $352k | 2.7k | 128.05 |
| 2020-09-30 | $309k | 2.7k | 112.40 |
| 2020-06-30 | $297k | 2.7k | 108.04 |
| 2020-03-31 | $255k | 2.7k | 96.15 |
| 2019-12-31 | $362k | 2.8k | 130.26 |
| 2019-09-30 | $334k | 2.8k | 119.03 |
| 2019-06-30 | $325k | 2.8k | 116.53 |
| 2019-03-31 | $322k | 2.8k | 116.12 |
| 2018-12-31 | $283k | 2.8k | 101.00 |
| 2018-09-30 | $320k | 2.8k | 116.03 |
| 2018-06-30 | $334k | 3.0k | 110.09 |
| 2018-03-31 | $344k | 3.1k | 109.45 |
| 2017-12-31 | $392k | 3.4k | 114.19 |