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Peachtree Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Peachtree Investment Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-6,008
Closed -$750K – 178
2015
Q2 		$750K Buy
6,008
+18
+0.3% +$2.25K 0.56% 55
2015
Q1 		$745K Sell
5,990
-334
-5% -$40.3K 0.53% 57
2014
Q4 		$756K Buy
6,324
+16
+0.3% +$1.83K 0.51% 56
2014
Q3 		$690K Buy
6,308
+388
+7% +$44.4K 0.46% 68
2014
Q2 		$703K Buy
5,920
+15
+0.3% +$1.7K 0.47% 60
2014
Q1 		$687K Hold
5,905
– – 0.47% 62
2013
Q4 		$681K Buy
+5,905
New +$652K 0.46% 61

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Peachtree Investment Advisors sold out of iShares Russell 2000 ETF (IWM) in Q3 2015, closing a stake of 6,008 shares — an estimated $750K sold.

Peachtree Investment Advisors first reported a position in IWM in Q4 2013 and held it in 7 quarters. The position peaked at $756K in Q4 2014. 844 funds tracked by Wall St. Rank hold IWM as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining iShares Russell 2000 ETF position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 6,008 iShares Russell 2000 ETF shares in Q3 2015, an estimated $750K.
  • Peachtree Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2013 and held it in 7 quarters.
  • Peachtree Investment Advisors's iShares Russell 2000 ETF position peaked at $756K in Q4 2014.
  • 844 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2015.

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