Peachtree Investment Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.6K | Hold |
105
| – | – | 0.01% | 106 |
|
|
2025
Q1 | $32.1K | Buy |
105
+1
| +1% | +$305 | 0.01% | 102 |
|
|
2024
Q4 | $33.6K | Hold |
104
| – | – | 0.01% | 90 |
|
|
2024
Q3 | $32.8K | Hold |
104
| – | – | 0.01% | 96 |
|
|
2024
Q2 | $30.9K | Hold |
104
| – | – | 0.01% | 83 |
|
|
2024
Q1 | $29.9K | Hold |
104
| – | – | 0.01% | 83 |
|
|
2023
Q4 | $27.2K | Buy |
104
+1
| +1% | +$261 | 0.01% | 93 |
|
|
2023
Q3 | $24.2K | Buy |
103
+43
| +72% | +$10.1K | 0.01% | 90 |
|
|
2023
Q2 | $14.7K | Hold |
60
| – | – | 0.01% | 100 |
|
|
2023
Q1 | $13.5K | Hold |
60
| – | – | 0.01% | 87 |
|
|
2022
Q4 | $12.6K | Hold |
60
| – | – | 0.01% | 91 |
|
|
2022
Q3 | $12K | Hold |
60
| – | – | 0.01% | 88 |
|
|
2022
Q2 | $12K | Hold |
60
| – | – | 0.01% | 91 |
|
|
2022
Q1 | $15K | Hold |
60
| – | – | 0.01% | 96 |
|
|
2021
Q4 | $16K | Hold |
60
| – | – | 0.01% | 98 |
|
|
2021
Q3 | $15K | Hold |
60
| – | – | 0.01% | 87 |
|
|
2021
Q2 | $15K | Hold |
60
| – | – | 0.01% | 90 |
|
|
2021
Q1 | $13K | Hold |
60
| – | – | 0.01% | 87 |
|
|
2020
Q4 | $13K | Hold |
60
| – | – | 0.01% | 82 |
|
|
2020
Q3 | $11K | Hold |
60
| – | – | 0.01% | 72 |
|
|
2020
Q2 | $10K | Buy |
+60
| New | +$10K | 0.01% | 68 |
|
|
2020
Q1 | – | Sell |
-58
| Closed | -$10K | – | 74 |
|
|
2019
Q4 | $10K | Buy |
+58
| New | +$10K | 0.01% | 81 |
|