iShares S&P 500 Growth Index shares owned by Peterson Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Peterson Wealth Advisors
from 13F filings
Historical chart of Peterson Wealth Advisors investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Peterson Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Peterson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.2M | 62k | 84.44 |
| 2023-12-31 | $4.7M | 62k | 75.10 |
| 2023-09-30 | $4.2M | 62k | 68.42 |
| 2023-06-30 | $4.4M | 62k | 70.49 |
| 2023-03-31 | $4.0M | 63k | 63.89 |
| 2022-12-31 | $3.6M | 62k | 58.50 |
| 2022-09-30 | $3.6M | 62k | 57.85 |
| 2022-06-30 | $3.7M | 62k | 60.34 |
| 2022-03-31 | $4.7M | 62k | 76.39 |
| 2021-12-31 | $5.1M | 62k | 83.68 |
| 2021-09-30 | $4.6M | 62k | 73.91 |
| 2021-06-30 | $4.5M | 62k | 72.73 |
| 2021-03-31 | $4.0M | 62k | 65.11 |
| 2020-12-31 | $3.9M | 61k | 63.82 |
| 2020-09-30 | $3.5M | 15k | 231.11 |
| 2020-06-30 | $3.2M | 15k | 207.50 |
| 2020-03-31 | $1.7M | 10k | 165.08 |
| 2019-12-31 | $1.7M | 9.0k | 193.67 |
| 2019-09-30 | $1.6M | 9.1k | 179.99 |
| 2019-06-30 | $1.6M | 9.0k | 179.29 |
| 2019-03-31 | $1.6M | 9.0k | 176.35 |
| 2018-12-31 | $1.2M | 7.9k | 150.68 |
| 2018-09-30 | $1.5M | 8.2k | 177.13 |
| 2018-06-30 | $1.4M | 8.9k | 162.58 |
| 2018-03-31 | $1.5M | 9.6k | 155.05 |
| 2017-12-31 | $1.6M | 10k | 152.78 |