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Peachtree Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Peachtree Investment Partners’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.5K Hold
168
– – 0.02% 116
2026
Q1 		$41.6K Buy
168
+1
+0.6% +$258 0.02% 105
2025
Q4 		$41.2K Hold
167
– – 0.01% 104
2025
Q3 		$40.4K Buy
167
+1
+0.6% +$229 0.01% 107
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% +$228 0.01% 89
2024
Q3 		$36.5K Buy
165
+53
+47% +$11.3K 0.01% 94
2024
Q2 		$22.7K Hold
112
– – 0.01% 86
2024
Q1 		$23.4K Buy
112
+1
+0.9% +$199 0.01% 86
2023
Q4 		$22.3K Buy
111
+1
+0.9% +$179 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% -$27.6K 0.01% 96
2021
Q3 		$51K Sell
232
-90
-28% -$20K 0.02% 78
2021
Q2 		$74K Sell
322
-249
-44% -$56K 0.04% 81
2021
Q1 		$126K Sell
571
-64
-10% -$14K 0.07% 74
2020
Q4 		$124K Buy
635
+525
+477% +$91.9K 0.07% 71
2020
Q3 		$16K Buy
+110
New +$16.5K 0.01% 71
2020
Q2 		– Sell
-110
Closed -$12K – 73
2020
Q1 		$12K Hold
110
– – 0.01% 62
2019
Q4 		$18K Buy
+110
New +$17.4K 0.01% 77

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Peachtree Investment Partners's IWM Position: Q2 2026 in Review

Peachtree Investment Partners held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 168 shares worth $50.5K. The position accounts for 0.02% of the portfolio, ranked #116.

Peachtree Investment Partners first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $126K in Q1 2021. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Peachtree Investment Partners held 168 shares of iShares Russell 2000 ETF worth $50.5K as of Q2 2026.
  • Peachtree Investment Partners left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.02% of Peachtree Investment Partners's portfolio in Q2 2026, its #116 holding.
  • Peachtree Investment Partners first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
  • Peachtree Investment Partners's iShares Russell 2000 ETF position peaked at $126K in Q1 2021.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Peachtree Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.