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Peachtree Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Peachtree Investment Advisors’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-3,304
Closed -$94K – 175
2015
Q2 		$94K Hold
3,304
– – 0.07% 156
2015
Q1 		$94K Sell
3,304
-1,996
-38% -$56.7K 0.07% 167
2014
Q4 		$148K Buy
5,300
+8
+0.2% +$219 0.1% 159
2014
Q3 		$141K Buy
+5,292
New +$141K 0.09% 158

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

Peachtree Investment Advisors's IVW Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2015, closing a stake of 3,304 shares — an estimated $94K sold.

Peachtree Investment Advisors first reported a position in IVW in Q3 2014 and held it in 4 quarters. The position peaked at $148K in Q4 2014. 424 funds tracked by Wall St. Rank hold IVW as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 3,304 iShares S&P 500 Growth ETF shares in Q3 2015, an estimated $94K.
  • Peachtree Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's iShares S&P 500 Growth ETF position peaked at $148K in Q4 2014.
  • 424 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.