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Peachtree Investment Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Peachtree Investment Partners’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,080
Closed -$52K – 73
2019
Q4 		$52K Buy
+1,080
New +$50.1K 0.04% 69

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Bank of America
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Wells Fargo
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Peachtree Investment Partners's IVW Position: Q1 2020 in Review

Peachtree Investment Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2020, closing a stake of 1,080 shares — an estimated $52K sold.

Peachtree Investment Partners first reported a position in IVW in Q4 2019 and held it in 1 quarter. The position peaked at $52K in Q4 2019. 941 funds tracked by Wall St. Rank hold IVW as of Q1 2020.

  • Peachtree Investment Partners reported no remaining iShares S&P 500 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Peachtree Investment Partners sold 1,080 iShares S&P 500 Growth ETF shares in Q1 2020, an estimated $52K.
  • Peachtree Investment Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and held it in 1 quarter.
  • Peachtree Investment Partners's iShares S&P 500 Growth ETF position peaked at $52K in Q4 2019.
  • 941 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2020.

Based on Peachtree Investment Partners's 13F filing for Q1 2020, filed 15 May 2020.