Peterson Wealth Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History

Peterson Wealth Advisors, LLC

$527 Million
Q2 2025

A detailed history of Peterson Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 7,563 shares of IJK stock, worth $697,459. This represents 0.13% of its overall portfolio holdings.

Number of Shares

7,563

Previous 8,273 8.58%

Holding current value

$697,459

Previous $688,000 -0.0%

% of portfolio

0.13%

Previous 0.14%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	SELL	$73.7 - $90.98 $52,327 - $64,595	-710 Reduced 8.58%	7,563 $688,000
Q1 2025 Apr 30, 2025	BUY	$81.62 - $96.63 $40,973 - $48,508	502 Added 6.46%	8,273 $688,000
Q4 2024 Jan 17, 2025	BUY	$90.66 - $99.46 $1,541 - $1,690	17 Added 0.22%	7,771 $706,000
Q3 2024 Oct 24, 2024	BUY	$84.81 - $93.54 $29,429 - $32,458	347 Added 4.68%	7,754 $712,000
Q2 2024 Jul 18, 2024	BUY	$84.85 - $91.12 $933 - $1,002	11 Added 0.15%	7,407 $652,000
Q1 2024 Apr 15, 2024	BUY	$76.81 - $91.25 $2,304 - $2,737	30 Added 0.41%	7,396 $674,000
Q4 2023 Jan 10, 2024	BUY	$67.78 - $80.04 $30,026 - $35,457	443 Added 6.4%	7,366 $583,000
Q3 2023 Oct 05, 2023	BUY	$71.48 - $77.94 $1,644 - $1,792	23 Added 0.33%	6,923 $500,000
Q2 2023 Jul 13, 2023	SELL	$69.13 - $75.0 $6,014 - $6,525	-87 Reduced 1.25%	6,900 $517,000
Q1 2023 Apr 06, 2023	SELL	$67.77 - $74.78 $745 - $822	-11 Reduced 0.16%	6,987 $499,000
Q4 2022 Jan 20, 2023	SELL	$63.9 - $72.95 $702 - $802	-11 Reduced 0.16%	6,998 $0
Q3 2022 Oct 17, 2022	BUY	$62.35 - $75.79 $4,239 - $5,153	68 Added 0.98%	7,009 $442,000
Q2 2022 Jul 21, 2022	SELL	$61.85 - $78.06 $6,679 - $8,430	-108 Reduced 1.53%	6,941 $442,000
Q1 2022 Apr 21, 2022	BUY	$72.34 - $85.19 $17,433 - $20,530	241 Added 3.54%	7,049 $545,000
Q4 2021 Jan 25, 2022	BUY	$79.13 - $87.9 $1,028 - $1,142	13 Added 0.19%	6,808 $580,000
Q3 2021 Oct 21, 2021	SELL	$77.71 - $83.6 $310 - $334	-4 Reduced 0.06%	6,795 $538,000
Q2 2021 Aug 02, 2021	BUY	$77.05 - $83.36 $693 - $750	9 Added 0.13%	6,799 $550,000
Q1 2021 Apr 28, 2021	SELL	$71.22 - $80.18 $37,889 - $42,655	-532 Reduced 7.27%	6,790 $532,000
Q4 2020 Jan 25, 2021	BUY	$60.53 - $72.82 $332,309 - $399,781	5,490 Added 299.67%	7,322 $529,000
Q3 2020 Oct 20, 2020	SELL	$55.44 - $62.69 $110 - $125	-2 Reduced 0.11%	1,832 $438,000
Q2 2020 Jul 20, 2020	BUY	$41.56 - $59.34 $15,792 - $22,549	380 Added 26.13%	1,834 $411,000
Q1 2020 Apr 21, 2020	SELL	$37.62 - $61.93 $6,583 - $10,837	-175 Reduced 10.74%	1,454 $259,000
Q4 2019 Jan 23, 2020	BUY	$54.21 - $59.65 $271 - $298	5 Added 0.31%	1,629 $388,000
Q3 2019 Oct 17, 2019	BUY	$55.64 - $57.01 $278 - $285	5 Added 0.31%	1,624 $364,000
Q2 2019 Jul 15, 2019	BUY	N/A	4 Added 0.25%	1,619 $366,000
Q1 2019 Apr 16, 2019	BUY	N/A	5 Added 0.31%	1,615 $364,000
Q4 2018 Jan 29, 2019	BUY	N/A	8 Added 0.5%	1,610 $308,000
Q3 2018 Oct 17, 2018	SELL	N/A	-78 Reduced 4.64%	1,602 $373,000
Q2 2018 Jul 18, 2018	SELL	N/A	-20 Reduced 1.18%	1,680 $378,000
Q1 2018 Apr 20, 2018	BUY	N/A	762 Added 81.24%	1,700 $371,000
Q4 2017 Mar 19, 2018	BUY	N/A	938	938 $202,000

Others Institutions Holding IJK

# of Institutions

966

Shares Held

70.3M

Call Options Held

1.1K

Put Options Held

300

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About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
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Peterson Wealth Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History