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Peachtree Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Peachtree Investment Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-602
Closed -$70K – 176
2015
Q2 		$70K Hold
602
– – 0.05% 171
2015
Q1 		$70K Hold
602
– – 0.05% 182
2014
Q4 		$69K Buy
602
+540
+871% +$60.5K 0.05% 192
2014
Q3 		$7K Buy
+62
New +$6.85K ﹤0.01% 317

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Peachtree Investment Advisors sold out of iShares Russell 1000 ETF (IWB) in Q3 2015, closing a stake of 602 shares — an estimated $70K sold.

Peachtree Investment Advisors first reported a position in IWB in Q3 2014 and held it in 4 quarters. The position peaked at $70K in Q2 2015. 384 funds tracked by Wall St. Rank hold IWB as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining iShares Russell 1000 ETF position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 602 iShares Russell 1000 ETF shares in Q3 2015, an estimated $70K.
  • Peachtree Investment Advisors first reported a position in iShares Russell 1000 ETF in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's iShares Russell 1000 ETF position peaked at $70K in Q2 2015.
  • 384 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2015.

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