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

Peachtree Investment Advisors’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$346K	Hold	10,584	–	–	0.27%	57
2018 Q3	$413K	Hold	10,584	–	–	0.28%	59
2018 Q2	$380K	Hold	10,584	–	–	0.28%	57
2018 Q1	$360K	Sell	10,584 -2,000	-16%	-$70.1K	0.27%	60
2017 Q4	$424K	Sell	12,584 -8,672	-41%	-$284K	0.32%	59
2017 Q3	$665K	Hold	21,256	–	–	0.57%	42
2017 Q2	$632K	Hold	21,256	–	–	0.54%	46
2017 Q1	$605K	Buy	21,256 +3,912	+23%	+$108K	0.55%	47
2016 Q4	$455K	Hold	17,344	–	–	0.45%	57
2016 Q3	$452K	Hold	17,344	–	–	0.44%	55
2016 Q2	$435K	Hold	17,344	–	–	0.44%	57
2016 Q1	$433K	Hold	17,344	–	–	0.43%	58
2015 Q4	$431K	Hold	17,344	–	–	0.45%	58
2015 Q3	$403K	Hold	17,344	–	–	0.42%	65
2015 Q2	$429K	Hold	17,344	–	–	0.32%	81
2015 Q1	$429K	Hold	17,344	–	–	0.31%	84
2014 Q4	$415K	Hold	17,344	–	–	0.28%	95
2014 Q3	$397K	Hold	17,344	–	–	0.27%	94
2014 Q2	$394K	Hold	17,344	–	–	0.26%	93
2014 Q1	$375K	Hold	17,344	–	–	0.26%	97
2013 Q4	$373K	Buy	+17,344	New	+$356K	0.25%	96

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Peachtree Investment Advisors's IWF Position: Q4 2018 in Review

Peachtree Investment Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2018 at 10,584 shares worth $346K. The position accounts for 0.27% of the portfolio, ranked #57.

Peachtree Investment Advisors first reported a position in IWF in Q4 2013 and has held it in 21 quarters since. The position peaked at $665K in Q3 2017. 1,057 funds tracked by Wall St. Rank hold IWF as of Q4 2018.

Peachtree Investment Advisors held 10,584 shares of iShares Russell 1000 Growth ETF worth $346K as of Q4 2018.
Peachtree Investment Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2018.
iShares Russell 1000 Growth ETF made up 0.27% of Peachtree Investment Advisors's portfolio in Q4 2018, its #57 holding.
Peachtree Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 21 quarters since.
Peachtree Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $665K in Q3 2017.
1,057 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.