Ishares Tr rus200 val idx shares owned by Peterson Financial Group
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Peterson Financial Group
from 13F filings
Historical chart of Peterson Financial Group investment in Ishares Tr rus200 val idx
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Quarterly reported holdings in Ishares Tr rus200 val idx by Peterson Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 18k | 81.27 |
| 2024-06-30 | $1.4M | 19k | 74.82 |
| 2024-03-31 | $1.5M | 20k | 76.32 |
| 2023-12-31 | $1.5M | 21k | 70.17 |
| 2023-09-30 | $1.1M | 18k | 65.37 |
| 2023-06-30 | $1.4M | 21k | 67.44 |
| 2023-03-31 | $1.1M | 18k | 65.10 |
| 2022-12-31 | $1.5M | 23k | 64.97 |
| 2022-09-30 | $1.4M | 24k | 57.71 |
| 2022-06-30 | $1.6M | 26k | 61.78 |
| 2022-03-31 | $2.1M | 31k | 69.65 |
| 2021-12-31 | $6.9M | 98k | 70.06 |