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Peachtree Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Peachtree Investment Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-63
Closed -$8K – 181
2015
Q2 		$8K Hold
63
– – 0.01% 259
2015
Q1 		$8K Sell
63
-100
-61% -$12.3K 0.01% 271
2014
Q4 		$20K Hold
163
– – 0.01% 260
2014
Q3 		$19K Buy
+163
New +$19.2K 0.01% 270

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return

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

Peachtree Investment Advisors sold out of iShares Russell 3000 ETF (IWV) in Q3 2015, closing a stake of 63 shares — an estimated $8K sold.

Peachtree Investment Advisors first reported a position in IWV in Q3 2014 and held it in 4 quarters. The position peaked at $20K in Q4 2014. 291 funds tracked by Wall St. Rank hold IWV as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining iShares Russell 3000 ETF position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 63 iShares Russell 3000 ETF shares in Q3 2015, an estimated $8K.
  • Peachtree Investment Advisors first reported a position in iShares Russell 3000 ETF in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's iShares Russell 3000 ETF position peaked at $20K in Q4 2014.
  • 291 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2015.

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