PWA
Peterson Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.46M | Sell |
49,551
-8,421
| -15% | -$927K | 0.9% | 19 |
|
|
2025
Q1 | $4.87M | Buy |
57,972
+1,489
| +3% | +$125K | 0.94% | 18 |
|
|
2024
Q4 | $5.83M | Sell |
56,483
-3,543
| -6% | -$366K | 1.05% | 16 |
|
|
2024
Q3 | $5.75M | Sell |
60,026
-1,878
| -3% | -$180K | 1.09% | 14 |
|
|
2024
Q2 | $5.73M | Sell |
61,904
-128
| -0.2% | -$11.8K | 1.2% | 13 |
|
|
2024
Q1 | $5.24M | Buy |
62,032
+15
| +0% | +$1.27K | 1.11% | 13 |
|
|
2023
Q4 | $4.66M | Buy |
62,017
+52
| +0.1% | +$3.91K | 1.11% | 14 |
|
|
2023
Q3 | $4.24M | Buy |
61,965
+53
| +0.1% | +$3.63K | 1.14% | 14 |
|
|
2023
Q2 | $4.36M | Sell |
61,912
-879
| -1% | -$62K | 1.15% | 14 |
|
|
2023
Q1 | $4.01M | Buy |
62,791
+799
| +1% | +$51K | 1.1% | 15 |
|
|
2022
Q4 | $3.63M | Buy |
61,992
+525
| +0.9% | +$30.7K | 1.09% | 15 |
|
|
2022
Q3 | $3.56M | Sell |
61,467
-462
| -0.7% | -$26.7K | 1.19% | 14 |
|
|
2022
Q2 | $3.74M | Buy |
61,929
+216
| +0.4% | +$13K | 1.23% | 14 |
|
|
2022
Q1 | $4.71M | Buy |
61,713
+190
| +0.3% | +$14.5K | 1.39% | 14 |
|
|
2021
Q4 | $5.15M | Sell |
61,523
-340
| -0.5% | -$28.5K | 1.48% | 15 |
|
|
2021
Q3 | $4.57M | Sell |
61,863
-253
| -0.4% | -$18.7K | 1.51% | 14 |
|
|
2021
Q2 | $4.52M | Buy |
62,116
+24
| +0% | +$1.75K | 1.6% | 13 |
|
|
2021
Q1 | $4.04M | Buy |
62,092
+1,151
| +2% | +$74.9K | 1.65% | 13 |
|
|
2020
Q4 | $3.89M | Buy |
60,941
+45,697
| +300% | +$2.92M | 1.71% | 13 |
|
|
2020
Q3 | $3.52M | Sell |
15,244
-14
| -0.1% | -$3.24K | 1.8% | 13 |
|
|
2020
Q2 | $3.17M | Buy |
15,258
+4,954
| +48% | +$1.03M | 1.69% | 14 |
|
|
2020
Q1 | $1.7M | Buy |
10,304
+1,325
| +15% | +$219K | 1.1% | 14 |
|
|
2019
Q4 | $1.74M | Sell |
8,979
-77
| -0.9% | -$14.9K | 0.99% | 13 |
|
|
2019
Q3 | $1.63M | Buy |
9,056
+48
| +0.5% | +$8.64K | 1% | 13 |
|
|
2019
Q2 | $1.62M | Buy |
9,008
+37
| +0.4% | +$6.63K | 1.02% | 13 |
|
|
2019
Q1 | $1.58M | Buy |
8,971
+1,087
| +14% | +$192K | 1.06% | 13 |
|
|
2018
Q4 | $1.19M | Sell |
7,884
-319
| -4% | -$48.1K | 0.94% | 15 |
|
|
2018
Q3 | $1.45M | Sell |
8,203
-679
| -8% | -$120K | 1.06% | 15 |
|
|
2018
Q2 | $1.44M | Sell |
8,882
-747
| -8% | -$121K | 1.17% | 15 |
|
|
2018
Q1 | $1.49M | Sell |
9,629
-785
| -8% | -$122K | 1.23% | 15 |
|
|
2017
Q4 | $1.59M | Buy |
+10,414
| New | +$1.59M | 1.44% | 12 |
|