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Peachtree Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Peachtree Investment Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-4,332
Closed -$184K – 180
2015
Q2 		$184K Hold
4,332
– – 0.14% 130
2015
Q1 		$187K Hold
4,332
– – 0.13% 137
2014
Q4 		$181K Hold
4,332
– – 0.12% 148
2014
Q3 		$171K Buy
+4,332
New +$175K 0.11% 142

Other funds holding IWR

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Peachtree Investment Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2015, closing a stake of 4,332 shares — an estimated $184K sold.

Peachtree Investment Advisors first reported a position in IWR in Q3 2014 and held it in 4 quarters. The position peaked at $187K in Q1 2015. 447 funds tracked by Wall St. Rank hold IWR as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 4,332 iShares Russell Mid-Cap ETF shares in Q3 2015, an estimated $184K.
  • Peachtree Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $187K in Q1 2015.
  • 447 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2015.

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