Peachtree Investment Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141K | Hold |
492
| – | – | 0.05% | 97 |
|
|
2025
Q1 | $126K | Buy |
492
+1
| +0.2% | +$255 | 0.05% | 95 |
|
|
2024
Q4 | $141K | Buy |
491
+1
| +0.2% | +$288 | 0.05% | 83 |
|
|
2024
Q3 | $139K | Buy |
490
+1
| +0.2% | +$284 | 0.05% | 87 |
|
|
2024
Q2 | $128K | Sell |
489
-109
| -18% | -$28.6K | 0.05% | 78 |
|
|
2024
Q1 | $162K | Sell |
598
-144
| -19% | -$39K | 0.07% | 76 |
|
|
2023
Q4 | $187K | Buy |
742
+3
| +0.4% | +$757 | 0.08% | 85 |
|
|
2023
Q3 | $166K | Sell |
739
-123
| -14% | -$27.6K | 0.08% | 83 |
|
|
2023
Q2 | $209K | Buy |
862
+1
| +0.1% | +$243 | 0.1% | 86 |
|
|
2023
Q1 | $195K | Hold |
861
| – | – | 0.12% | 75 |
|
|
2022
Q4 | $185K | Buy |
861
+1
| +0.1% | +$214 | 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% | -$10.3K | 0.15% | 57 |
|
|
2020
Q1 | $143K | Sell |
910
-50
| -5% | -$7.86K | 0.14% | 52 |
|
|
2019
Q4 | $206K | Buy |
+960
| New | +$206K | 0.14% | 63 |
|
|
2019
Q3 | – | Sell |
-1,010
| Closed | -$203K | – | 66 |
|
|
2019
Q2 | $203K | Sell |
1,010
-301
| -23% | -$60.5K | 0.16% | 67 |
|
|
2019
Q1 | $258K | Hold |
1,311
| – | – | 0.22% | 55 |
|
|
2018
Q4 | $220K | Buy |
+1,311
| New | +$220K | 0.25% | 51 |
|