Peachtree Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.9K | Hold |
166
| – | – | 0.01% | 105 |
|
|
2025
Q1 | $33.1K | Hold |
166
| – | – | 0.01% | 101 |
|
|
2024
Q4 | $36.6K | Buy |
166
+1
| +0.6% | +$220 | 0.01% | 89 |
|
|
2024
Q3 | $36.5K | Buy |
165
+53
| +47% | +$11.7K | 0.01% | 94 |
|
|
2024
Q2 | $22.7K | Hold |
112
| – | – | 0.01% | 86 |
|
|
2024
Q1 | $23.4K | Buy |
112
+1
| +0.9% | +$209 | 0.01% | 86 |
|
|
2023
Q4 | $22.3K | Buy |
111
+1
| +0.9% | +$201 | 0.01% | 94 |
|
|
2023
Q3 | $19.5K | Hold |
110
| – | – | 0.01% | 91 |
|
|
2023
Q2 | $20.7K | Hold |
110
| – | – | 0.01% | 96 |
|
|
2023
Q1 | $19.6K | Hold |
110
| – | – | 0.01% | 85 |
|
|
2022
Q4 | $19.2K | Hold |
110
| – | – | 0.01% | 88 |
|
|
2022
Q3 | $18K | Hold |
110
| – | – | 0.01% | 85 |
|
|
2022
Q2 | $19K | Hold |
110
| – | – | 0.01% | 88 |
|
|
2022
Q1 | $23K | Hold |
110
| – | – | 0.01% | 94 |
|
|
2021
Q4 | $24K | Sell |
110
-122
| -53% | -$26.6K | 0.01% | 96 |
|
|
2021
Q3 | $51K | Sell |
232
-90
| -28% | -$19.8K | 0.02% | 78 |
|
|
2021
Q2 | $74K | Sell |
322
-249
| -44% | -$57.2K | 0.04% | 81 |
|
|
2021
Q1 | $126K | Sell |
571
-64
| -10% | -$14.1K | 0.07% | 74 |
|
|
2020
Q4 | $124K | Buy |
635
+525
| +477% | +$103K | 0.07% | 71 |
|
|
2020
Q3 | $16K | Buy |
+110
| New | +$16K | 0.01% | 71 |
|
|
2020
Q2 | – | Sell |
-110
| Closed | -$12K | – | 73 |
|
|
2020
Q1 | $12K | Hold |
110
| – | – | 0.01% | 62 |
|
|
2019
Q4 | $18K | Buy |
+110
| New | +$18K | 0.01% | 77 |
|