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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Peachtree Investment Partners reduced its iShares Russell 2000 Growth ETF (IWO) stake by 11% in Q1 2026, selling an estimated $17K and leaving 428 shares worth $134K. The position accounts for 0.05% of the portfolio, ranked #97.

Peachtree Investment Partners first reported a position in IWO in Q4 2018 and has held it in 29 quarters since. The position peaked at $268K in Q2 2021. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Peachtree Investment Partners held 428 shares of iShares Russell 2000 Growth ETF worth $134K as of Q1 2026.
  • Peachtree Investment Partners sold 51 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $17K.
  • iShares Russell 2000 Growth ETF made up 0.05% of Peachtree Investment Partners's portfolio in Q1 2026, its #97 holding.
  • Peachtree Investment Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 29 quarters since.
  • Peachtree Investment Partners's iShares Russell 2000 Growth ETF position peaked at $268K in Q2 2021.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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