iShares S&P 500 Index shares owned by Peterson Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Peterson Wealth Advisors
from 13F filings
Historical chart of Peterson Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Peterson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 25k | 672.41 |
| 2025-06-30 | $16M | 25k | 620.90 |
| 2025-03-31 | $12M | 24k | 506.39 |
| 2024-12-31 | $6.3M | 11k | 594.59 |
| 2024-09-30 | $4.9M | 8.5k | 576.79 |
| 2024-06-30 | $4.7M | 8.6k | 547.21 |
| 2024-03-31 | $4.9M | 9.3k | 525.71 |
| 2023-12-31 | $4.1M | 8.7k | 477.65 |
| 2023-09-30 | $4.0M | 9.2k | 429.45 |
| 2023-06-30 | $4.3M | 9.6k | 446.37 |
| 2023-03-31 | $4.1M | 10k | 411.08 |
| 2022-12-31 | $3.9M | 10k | 384.21 |
| 2022-09-30 | $3.7M | 10k | 358.66 |
| 2022-06-30 | $4.0M | 11k | 379.15 |
| 2022-03-31 | $4.8M | 11k | 453.66 |
| 2021-12-31 | $5.5M | 11k | 476.99 |
| 2021-09-30 | $5.0M | 12k | 430.81 |
| 2021-06-30 | $5.3M | 12k | 429.95 |
| 2021-03-31 | $5.0M | 13k | 397.80 |
| 2020-12-31 | $4.9M | 13k | 375.39 |
| 2020-09-30 | $4.7M | 14k | 336.02 |
| 2020-06-30 | $4.5M | 15k | 309.71 |
| 2020-03-31 | $3.9M | 15k | 258.39 |
| 2019-12-31 | $6.2M | 19k | 323.24 |
| 2019-09-30 | $5.9M | 20k | 298.53 |
| 2019-06-30 | $5.9M | 20k | 294.77 |
| 2019-03-31 | $5.8M | 20k | 292.17 |
| 2018-12-31 | $5.5M | 22k | 251.62 |
| 2018-09-30 | $8.1M | 28k | 292.75 |
| 2018-06-30 | $7.9M | 29k | 273.04 |
| 2018-03-31 | $8.5M | 32k | 265.37 |
| 2017-12-31 | $33M | 123k | 268.85 |