PWA
Peterson Wealth Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
142,485
+4,325
| +3% | +$329K | 1.79% | 11 |
|
|
2025
Q1 | $8.57M | Sell |
138,160
-40,804
| -23% | -$2.53M | 1.66% | 12 |
|
|
2024
Q4 | $11.6M | Buy |
178,964
+54,129
| +43% | +$3.5M | 2.08% | 10 |
|
|
2024
Q3 | $8.84M | Buy |
124,835
+600
| +0.5% | +$42.5K | 1.67% | 11 |
|
|
2024
Q2 | $8.15M | Sell |
124,235
-264
| -0.2% | -$17.3K | 1.71% | 10 |
|
|
2024
Q1 | $8.36M | Sell |
124,499
-2,722
| -2% | -$183K | 1.78% | 10 |
|
|
2023
Q4 | $8.1M | Sell |
127,221
-13,823
| -10% | -$880K | 1.92% | 10 |
|
|
2023
Q3 | $8.22M | Buy |
141,044
+7,441
| +6% | +$434K | 2.21% | 9 |
|
|
2023
Q2 | $8.17M | Buy |
133,603
+7,897
| +6% | +$483K | 2.16% | 9 |
|
|
2023
Q1 | $7.6M | Buy |
125,706
+7,295
| +6% | +$441K | 2.09% | 10 |
|
|
2022
Q4 | $6.63M | Buy |
118,411
+34,151
| +41% | +$1.91M | 2% | 11 |
|
|
2022
Q3 | $4.07M | Buy |
84,260
+41,983
| +99% | +$2.03M | 1.37% | 12 |
|
|
2022
Q2 | $2.27M | Buy |
42,277
+5,129
| +14% | +$276K | 0.75% | 15 |
|
|
2022
Q1 | $2.36M | Sell |
37,148
-491
| -1% | -$31.2K | 0.7% | 17 |
|
|
2021
Q4 | $2.54M | Buy |
37,639
+650
| +2% | +$43.9K | 0.73% | 19 |
|
|
2021
Q3 | $2.47M | Buy |
36,989
+4,573
| +14% | +$306K | 0.82% | 17 |
|
|
2021
Q2 | $2.19M | Sell |
32,416
-51
| -0.2% | -$3.44K | 0.78% | 17 |
|
|
2021
Q1 | $2.1M | Sell |
32,467
-36
| -0.1% | -$2.33K | 0.85% | 17 |
|
|
2020
Q4 | $2M | Buy |
32,503
+120
| +0.4% | +$7.4K | 0.88% | 16 |
|
|
2020
Q3 | $1.75M | Buy |
32,383
+59
| +0.2% | +$3.18K | 0.9% | 16 |
|
|
2020
Q2 | $1.65M | Buy |
32,324
+11,945
| +59% | +$610K | 0.88% | 17 |
|
|
2020
Q1 | $903K | Buy |
+20,379
| New | +$903K | 0.59% | 18 |
|