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

Peachtree Investment Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-365
Closed -$38K – 177
2015
Q2 		$38K Hold
365
– – 0.03% 204
2015
Q1 		$38K Hold
365
– – 0.03% 211
2014
Q4 		$38K Hold
365
– – 0.03% 219
2014
Q3 		$37K Buy
+365
New +$37K 0.02% 220

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

Peachtree Investment Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2015, closing a stake of 365 shares — an estimated $38K sold.

Peachtree Investment Advisors first reported a position in IWD in Q3 2014 and held it in 4 quarters. The position peaked at $38K in Q2 2015. 505 funds tracked by Wall St. Rank hold IWD as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 365 iShares Russell 1000 Value ETF shares in Q3 2015, an estimated $38K.
  • Peachtree Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's iShares Russell 1000 Value ETF position peaked at $38K in Q2 2015.
  • 505 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2015.

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