Peterson Wealth Advisors, LLC IVV Holdings History
Peterson Wealth Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Peterson Wealth Advisors, LLC held 25,390.00 shares of iShares Core S&P 500 ETF(IVV), totaling $15.76 Mil. This investment constitutes 2.6% of their stock portfolio, and Peterson Wealth Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Peterson Wealth Advisors, LLC has made 5 purchases of IVV, at an average price of $389.90, for a total of 46,636.00 shares. In addition, there have been 24 sales at an average price of $327.85 for 21,246.00 shares. Based on historical transaction data and IVV's current price of $638.12, Peterson Wealth Advisors, LLC's estimated gain on his IVV holdings is $4.98 Mil, reflecting a 27.41% gain to date.
Peterson Wealth Advisors, LLC IVV ($638.12) Holding Chart
Peterson Wealth Advisors, LLC IVV ($638.12) 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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