Peachtree Investment Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Peachtree Investment Partners’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.3K	Sell	43 -62	-59%	-$23.1K	0.01%	113
2025 Q4	$39.2K	Hold	105	–	–	0.01%	106
2025 Q3	$38.3K	Hold	105	–	–	0.01%	108
2025 Q2	$35.6K	Hold	105	–	–	0.01%	106
2025 Q1	$32.1K	Buy	105 +1	+1%	+$323	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%	+$245	0.01%	93
2023 Q3	$24.2K	Buy	103 +43	+72%	+$10.5K	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	+$9.71K	0.01%	68
2020 Q1	–	Sell	-58	Closed	-$10K	–	74
2019 Q4	$10K	Buy	+58	New	+$9.9K	0.01%	81

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Peachtree Investment Partners's IWB Position: Q1 2026 in Review

Peachtree Investment Partners reduced its iShares Russell 1000 ETF (IWB) stake by 59% in Q1 2026, selling an estimated $23.1K and leaving 43 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #113.

Peachtree Investment Partners first reported a position in IWB in Q4 2019 and has held it in 25 quarters since. The position peaked at $39.2K in Q4 2025. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Peachtree Investment Partners held 43 shares of iShares Russell 1000 ETF worth $15.3K as of Q1 2026.
Peachtree Investment Partners sold 62 iShares Russell 1000 ETF shares in Q1 2026, an estimated $23.1K.
iShares Russell 1000 ETF made up 0.01% of Peachtree Investment Partners's portfolio in Q1 2026, its #113 holding.
Peachtree Investment Partners first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 25 quarters since.
Peachtree Investment Partners's iShares Russell 1000 ETF position peaked at $39.2K in Q4 2025.
1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.