Peachtree Investment Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.6K | Buy |
266
+1
| +0.4% | +$194 | 0.02% | 103 |
|
|
2025
Q1 | $49.9K | Hold |
265
| – | – | 0.02% | 100 |
|
|
2024
Q4 | $49.1K | Hold |
265
| – | – | 0.02% | 87 |
|
|
2024
Q3 | $50.3K | Buy |
265
+70
| +36% | +$13.3K | 0.02% | 92 |
|
|
2024
Q2 | $34K | Hold |
195
| – | – | 0.01% | 82 |
|
|
2024
Q1 | $34.9K | Hold |
195
| – | – | 0.01% | 80 |
|
|
2023
Q4 | $32.2K | Buy |
195
+1
| +0.5% | +$165 | 0.01% | 90 |
|
|
2023
Q3 | $29.5K | Buy |
194
+89
| +85% | +$13.5K | 0.02% | 87 |
|
|
2023
Q2 | $16.6K | Hold |
105
| – | – | 0.01% | 98 |
|
|
2023
Q1 | $16K | Hold |
105
| – | – | 0.01% | 86 |
|
|
2022
Q4 | $15.9K | Hold |
105
| – | – | 0.01% | 89 |
|
|
2022
Q3 | $14K | Hold |
105
| – | – | 0.01% | 87 |
|
|
2022
Q2 | $15K | Hold |
105
| – | – | 0.01% | 90 |
|
|
2022
Q1 | $17K | Buy |
+105
| New | +$17K | 0.01% | 95 |
|
|
2021
Q2 | – | Sell |
-300
| Closed | -$45K | – | 95 |
|
|
2021
Q1 | $45K | Hold |
300
| – | – | 0.03% | 77 |
|
|
2020
Q4 | $41K | Hold |
300
| – | – | 0.02% | 75 |
|
|
2020
Q3 | $35K | Sell |
300
-99
| -25% | -$11.6K | 0.02% | 67 |
|
|
2020
Q2 | $45K | Hold |
399
| – | – | 0.04% | 61 |
|
|
2020
Q1 | $39K | Hold |
399
| – | – | 0.04% | 55 |
|
|
2019
Q4 | $54K | Buy |
+399
| New | +$54K | 0.04% | 68 |
|