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

Peachtree Investment Partners’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$169K Hold
428
– – 0.05% 110
2026
Q1 		$134K Sell
428
-51
-11% -$17K 0.05% 97
2025
Q4 		$155K Sell
479
-12
-2% -$3.9K 0.05% 97
2025
Q3 		$157K Sell
491
-1
-0.2% -$302 0.05% 97
2025
Q2 		$141K Hold
492
– – 0.05% 97
2025
Q1 		$126K Buy
492
+1
+0.2% +$282 0.05% 95
2024
Q4 		$141K Buy
491
+1
+0.2% +$296 0.05% 83
2024
Q3 		$139K Buy
490
+1
+0.2% +$274 0.05% 87
2024
Q2 		$128K Sell
489
-109
-18% -$28.3K 0.05% 78
2024
Q1 		$162K Sell
598
-144
-19% -$36.8K 0.07% 76
2023
Q4 		$187K Buy
742
+3
+0.4% +$676 0.08% 85
2023
Q3 		$166K Sell
739
-123
-14% -$29.4K 0.08% 83
2023
Q2 		$209K Buy
862
+1
+0.1% +$229 0.1% 86
2023
Q1 		$195K Hold
861
– – 0.12% 75
2022
Q4 		$185K Buy
861
+1
+0.1% +$219 0.11% 78
2022
Q3 		$178K Hold
860
– – 0.12% 73
2022
Q2 		$178K Hold
860
– – 0.11% 78
2022
Q1 		$220K Hold
860
– – 0.1% 85
2021
Q4 		$252K Hold
860
– – 0.11% 79
2021
Q3 		$253K Hold
860
– – 0.12% 66
2021
Q2 		$268K Hold
860
– – 0.13% 68
2021
Q1 		$259K Hold
860
– – 0.15% 66
2020
Q4 		$247K Hold
860
– – 0.14% 64
2020
Q3 		$191K Hold
860
– – 0.13% 63
2020
Q2 		$178K Sell
860
-50
-5% -$9.35K 0.15% 57
2020
Q1 		$143K Sell
910
-50
-5% -$9.93K 0.14% 52
2019
Q4 		$206K Buy
+960
New +$195K 0.14% 63
2019
Q3 		– Sell
-1,010
Closed -$203K – 66
2019
Q2 		$203K Sell
1,010
-301
-23% -$59.5K 0.16% 67
2019
Q1 		$258K Hold
1,311
– – 0.22% 55
2018
Q4 		$220K Buy
+1,311
New +$245K 0.25% 51

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Peachtree Investment Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 428 shares worth $169K. The position accounts for 0.05% of the portfolio, ranked #110.

Peachtree Investment Partners first reported a position in IWO in Q4 2018 and has held it in 30 quarters since. The position peaked at $268K in Q2 2021. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Peachtree Investment Partners held 428 shares of iShares Russell 2000 Growth ETF worth $169K as of Q2 2026.
  • Peachtree Investment Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.05% of Peachtree Investment Partners's portfolio in Q2 2026, its #110 holding.
  • Peachtree Investment Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Peachtree Investment Partners's iShares Russell 2000 Growth ETF position peaked at $268K in Q2 2021.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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