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

Peachtree Investment Partners’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$661K Sell
6,200
-96
-2% -$10.9K 0.25% 49
2025
Q4 		$745K Buy
6,296
+8
+0.1% +$948 0.25% 43
2025
Q3 		$737K Buy
6,288
+656
+12% +$73K 0.26% 41
2025
Q2 		$598K Sell
5,632
-76
-1% -$7.27K 0.23% 46
2025
Q1 		$515K Buy
5,708
+4
+0.1% +$395 0.2% 48
2024
Q4 		$572K Buy
5,704
+8
+0.1% +$787 0.21% 42
2024
Q3 		$535K Buy
5,696
+8
+0.1% +$725 0.2% 50
2024
Q2 		$518K Sell
5,688
-3,996
-41% -$341K 0.2% 48
2024
Q1 		$816K Hold
9,684
– – 0.33% 34
2023
Q4 		$734K Buy
9,684
+4,576
+90% +$324K 0.3% 36
2023
Q3 		$340K Hold
5,108
– – 0.17% 59
2023
Q2 		$351K Buy
5,108
+8
+0.2% +$509 0.16% 66
2023
Q1 		$312K Hold
5,100
– – 0.19% 58
2022
Q4 		$273K Hold
5,100
– – 0.17% 67
2022
Q3 		$268K Sell
5,100
-1,056
-17% -$62.1K 0.18% 59
2022
Q2 		$337K Sell
6,156
-820
-12% -$49.2K 0.21% 59
2022
Q1 		$484K Sell
6,976
-7,812
-53% -$533K 0.22% 64
2021
Q4 		$1.13M Sell
14,788
-72
-0.5% -$5.34K 0.47% 35
2021
Q3 		$1.02M Sell
14,860
-4,268
-22% -$302K 0.5% 34
2021
Q2 		$1.3M Buy
19,128
+3,232
+20% +$208K 0.63% 31
2021
Q1 		$966K Sell
15,896
-624
-4% -$38K 0.56% 33
2020
Q4 		$996K Buy
16,520
+9,504
+135% +$541K 0.58% 32
2020
Q3 		$380K Sell
7,016
-9,832
-58% -$518K 0.26% 48
2020
Q2 		$809K Buy
16,848
+9,844
+141% +$434K 0.66% 27
2020
Q1 		$263K Sell
7,004
-4,308
-38% -$186K 0.26% 45
2019
Q4 		$498K Sell
11,312
-16
-0.1% -$668 0.34% 45
2019
Q3 		$452K Buy
11,328
+1,200
+12% +$48.1K 0.36% 48
2019
Q2 		$398K Sell
10,128
-188
-2% -$7.28K 0.31% 54
2019
Q1 		$390K Buy
+10,316
New +$371K 0.33% 45

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Peachtree Investment Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.5% in Q1 2026, selling an estimated $10.9K and leaving 6,200 shares worth $661K. The position accounts for 0.25% of the portfolio, ranked #49.

Peachtree Investment Partners first reported a position in IWF in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.3M in Q2 2021. 2,437 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Peachtree Investment Partners held 6,200 shares of iShares Russell 1000 Growth ETF worth $661K as of Q1 2026.
  • Peachtree Investment Partners sold 96 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $10.9K.
  • iShares Russell 1000 Growth ETF made up 0.25% of Peachtree Investment Partners's portfolio in Q1 2026, its #49 holding.
  • Peachtree Investment Partners first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • Peachtree Investment Partners's iShares Russell 1000 Growth ETF position peaked at $1.3M in Q2 2021.
  • 2,437 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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