Peachtree Investment Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $598K | Sell |
1,408
-19
| -1% | -$8.07K | 0.23% | 46 |
|
2025
Q1 | $515K | Buy |
1,427
+1
| +0.1% | +$361 | 0.2% | 48 |
|
2024
Q4 | $572K | Buy |
1,426
+2
| +0.1% | +$803 | 0.21% | 42 |
|
2024
Q3 | $535K | Buy |
1,424
+2
| +0.1% | +$751 | 0.2% | 50 |
|
2024
Q2 | $518K | Sell |
1,422
-999
| -41% | -$364K | 0.2% | 48 |
|
2024
Q1 | $816K | Hold |
2,421
| – | – | 0.33% | 34 |
|
2023
Q4 | $734K | Buy |
2,421
+1,144
| +90% | +$347K | 0.3% | 36 |
|
2023
Q3 | $340K | Hold |
1,277
| – | – | 0.17% | 59 |
|
2023
Q2 | $351K | Buy |
1,277
+2
| +0.2% | +$550 | 0.16% | 66 |
|
2023
Q1 | $312K | Hold |
1,275
| – | – | 0.19% | 58 |
|
2022
Q4 | $273K | Hold |
1,275
| – | – | 0.17% | 67 |
|
2022
Q3 | $268K | Sell |
1,275
-264
| -17% | -$55.5K | 0.18% | 59 |
|
2022
Q2 | $337K | Sell |
1,539
-205
| -12% | -$44.9K | 0.21% | 59 |
|
2022
Q1 | $484K | Sell |
1,744
-1,953
| -53% | -$542K | 0.22% | 64 |
|
2021
Q4 | $1.13M | Sell |
3,697
-18
| -0.5% | -$5.5K | 0.47% | 35 |
|
2021
Q3 | $1.02M | Sell |
3,715
-1,067
| -22% | -$292K | 0.5% | 34 |
|
2021
Q2 | $1.3M | Buy |
4,782
+808
| +20% | +$219K | 0.63% | 31 |
|
2021
Q1 | $966K | Sell |
3,974
-156
| -4% | -$37.9K | 0.56% | 33 |
|
2020
Q4 | $996K | Buy |
4,130
+2,376
| +135% | +$573K | 0.58% | 32 |
|
2020
Q3 | $380K | Sell |
1,754
-2,458
| -58% | -$533K | 0.26% | 48 |
|
2020
Q2 | $809K | Buy |
4,212
+2,461
| +141% | +$473K | 0.66% | 27 |
|
2020
Q1 | $263K | Sell |
1,751
-1,077
| -38% | -$162K | 0.26% | 45 |
|
2019
Q4 | $498K | Sell |
2,828
-4
| -0.1% | -$704 | 0.34% | 45 |
|
2019
Q3 | $452K | Buy |
2,832
+300
| +12% | +$47.9K | 0.36% | 48 |
|
2019
Q2 | $398K | Sell |
2,532
-47
| -2% | -$7.39K | 0.31% | 54 |
|
2019
Q1 | $390K | Buy |
+2,579
| New | +$390K | 0.33% | 45 |
|