Peachtree Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | $346K | Hold |
2,646
| – | – | 0.27% | 57 |
|
2018
Q3 | $413K | Hold |
2,646
| – | – | 0.28% | 59 |
|
2018
Q2 | $380K | Hold |
2,646
| – | – | 0.28% | 57 |
|
2018
Q1 | $360K | Sell |
2,646
-500
| -16% | -$68K | 0.27% | 60 |
|
2017
Q4 | $424K | Sell |
3,146
-2,168
| -41% | -$292K | 0.32% | 59 |
|
2017
Q3 | $665K | Hold |
5,314
| – | – | 0.57% | 42 |
|
2017
Q2 | $632K | Hold |
5,314
| – | – | 0.54% | 46 |
|
2017
Q1 | $605K | Buy |
5,314
+978
| +23% | +$111K | 0.55% | 47 |
|
2016
Q4 | $455K | Hold |
4,336
| – | – | 0.45% | 57 |
|
2016
Q3 | $452K | Hold |
4,336
| – | – | 0.44% | 55 |
|
2016
Q2 | $435K | Hold |
4,336
| – | – | 0.44% | 57 |
|
2016
Q1 | $433K | Hold |
4,336
| – | – | 0.43% | 58 |
|
2015
Q4 | $431K | Hold |
4,336
| – | – | 0.45% | 58 |
|
2015
Q3 | $403K | Hold |
4,336
| – | – | 0.42% | 65 |
|
2015
Q2 | $429K | Hold |
4,336
| – | – | 0.32% | 81 |
|
2015
Q1 | $429K | Hold |
4,336
| – | – | 0.31% | 84 |
|
2014
Q4 | $415K | Hold |
4,336
| – | – | 0.28% | 95 |
|
2014
Q3 | $397K | Hold |
4,336
| – | – | 0.27% | 94 |
|
2014
Q2 | $394K | Hold |
4,336
| – | – | 0.26% | 93 |
|
2014
Q1 | $375K | Hold |
4,336
| – | – | 0.26% | 97 |
|
2013
Q4 | $373K | Buy |
+4,336
| New | +$373K | 0.25% | 96 |
|