ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

Peterson Wealth Advisors, LLC's Holding History (CIK: 0001713558)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,887 Value ($000) $400 Avg Close Range
Q3 2025
Shares 1,961 Value ($000) $408 Avg Close Range
Q2 2025
Shares 2,108 Value ($000) $412 Avg Close Range
Q1 2025
Shares 2,102 Value ($000) $360 Avg Close Range
Q4 2024
Shares 2,109 Value ($000) $404 Avg Close Range
Q3 2024
Shares 2,104 Value ($000) $415 Avg Close Range
Q2 2024
Shares 2,344 Value ($000) $427 Avg Close Range
Q1 2024
Shares 2,396 Value ($000) $448 Avg Close Range
Q4 2023
Shares 2,097 Value ($000) $365 Avg Close Range
Q3 2023
Shares 2,127 Value ($000) $327 Avg Close Range
Q2 2023
Shares 2,132 Value ($000) $344 Avg Close Range
Q1 2023
Shares 2,266 Value ($000) $344 Avg Close Range
Q4 2022
Shares 2,266 Value ($000) $329 Avg Close Range
Q3 2022
Shares 2,266 Value ($000) $291 Avg Close Range
Q2 2022
Shares 2,266 Value ($000) $312 Avg Close Range
Q1 2022
Shares 2,266 Value ($000) $353 Avg Close Range
Q4 2021
Shares 2,761 Value ($000) $432 Avg Close Range
Q3 2021
Shares 2,748 Value ($000) $400 Avg Close Range
Q2 2021
Shares 2,748 Value ($000) $406 Avg Close Range
Q1 2021
Shares 2,749 Value ($000) $388 Avg Close Range
Q4 2020
Shares 2,749 Value ($000) $352 Avg Close Range
Q3 2020
Shares 2,749 Value ($000) $309 Avg Close Range
Q2 2020
Shares 2,749 Value ($000) $297 Avg Close Range
Q1 2020
Shares 2,652 Value ($000) $255 Avg Close Range
Q4 2019
Shares 2,779 Value ($000) $362 Avg Close Range
Q3 2019
Shares 2,806 Value ($000) $334 Avg Close Range
Q2 2019
Shares 2,789 Value ($000) $325 Avg Close Range
Q1 2019
Shares 2,773 Value ($000) $322 Avg Close Range
Q4 2018
Shares 2,802 Value ($000) $283 Avg Close Range
Q3 2018
Shares 2,758 Value ($000) $320 Avg Close Range
Q2 2018
Shares 3,034 Value ($000) $334 Avg Close Range
Q1 2018
Shares 3,143 Value ($000) $344 Avg Close Range
Q4 2017
Shares 3,433 Value ($000) $392 Avg Close Range