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Peachtree Investment Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Peachtree Investment Partners’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-19
Closed -$2.41K – 128
2024
Q4 		$2.41K Hold
19
– – ﹤0.01% 105
2024
Q3 		$2.23K Hold
19
– – ﹤0.01% 110
2024
Q2 		$2.1K Hold
19
– – ﹤0.01% 97
2024
Q1 		$2.17K Hold
19
– – ﹤0.01% 97
2023
Q4 		$1.99K Hold
19
– – ﹤0.01% 103
2023
Q3 		$1.74K Buy
+19
New +$1.82K ﹤0.01% 102

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Peachtree Investment Partners's IWP Position: Q1 2025 in Review

Peachtree Investment Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2025, closing a stake of 19 shares — an estimated $2.41K sold.

Peachtree Investment Partners first reported a position in IWP in Q3 2023 and held it in 6 quarters. The position peaked at $2.41K in Q4 2024. 1,086 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

  • Peachtree Investment Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Peachtree Investment Partners sold 19 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $2.41K.
  • Peachtree Investment Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and held it in 6 quarters.
  • Peachtree Investment Partners's iShares Russell Mid-Cap Growth ETF position peaked at $2.41K in Q4 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on Peachtree Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.