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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$41K	Buy	192 +1	+0.5%	+$219	0.02%	106
2025 Q4	$40.3K	Sell	191 -50	-21%	-$10.3K	0.01%	105
2025 Q3	$49.1K	Sell	241 -25	-9%	-$4.97K	0.02%	105
2025 Q2	$51.6K	Buy	266 +1	+0.4%	+$185	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%	+$12.8K	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%	+$154	0.01%	90
2023 Q3	$29.5K	Buy	194 +89	+85%	+$14.1K	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	+$17.2K	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%	-$11.7K	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	+$52.6K	0.04%	68

Other funds holding IWD

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Peachtree Investment Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 0.52% in Q1 2026, buying an estimated $219 and bringing the position to 192 shares worth $41K. The position accounts for 0.02% of the portfolio, ranked #106.

Peachtree Investment Partners first reported a position in IWD in Q4 2019 and has held it in 23 quarters since. The position peaked at $54K in Q4 2019. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Peachtree Investment Partners held 192 shares of iShares Russell 1000 Value ETF worth $41K as of Q1 2026.
Peachtree Investment Partners bought 1 iShares Russell 1000 Value ETF share in Q1 2026, an estimated $219.
iShares Russell 1000 Value ETF made up 0.02% of Peachtree Investment Partners's portfolio in Q1 2026, its #106 holding.
Peachtree Investment Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 23 quarters since.
Peachtree Investment Partners's iShares Russell 1000 Value ETF position peaked at $54K in Q4 2019.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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