Peterson Financial Group, Inc. IWS Holdings History
Peterson Financial Group, Inc.'s iShares Russell Mid-Cap Value ETF Holding Summary
As of 2024-09-30, Peterson Financial Group, Inc. held 5,017.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $663,560.00. This investment constitutes 2.56% of their stock portfolio, and Peterson Financial Group, Inc. now holds 0% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2021Q4. And since then Peterson Financial Group, Inc. has made 2 purchases of IWS, at an average price of $118.83, for a total of 9,826.00 shares. In addition, there have been 9 sales at an average price of $112.56 for 4,809.00 shares. Based on historical transaction data and IWS's current price of $136.61, Peterson Financial Group, Inc.'s estimated gain on his IWS holdings is $58,998.14, reflecting a 5.05% gain to date.
Peterson Financial Group, Inc. IWS ($136.61) Holding Chart
Peterson Financial Group, Inc. IWS ($136.61) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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