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

Peachtree Investment Partners’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-6
Closed – – 93
2022
Q2 		$0 Hold
6
– – ﹤0.01% 102
2022
Q1 		$0 Hold
6
– – ﹤0.01% 104
2021
Q4 		$0 Hold
6
– – ﹤0.01% 113
2021
Q3 		$0 Hold
6
– – ﹤0.01% 93
2021
Q2 		$0 Sell
6
-119
-95% -$9.23K ﹤0.01% 96
2021
Q1 		$9K Sell
125
-25
-17% -$1.81K 0.01% 90
2020
Q4 		$10K Hold
150
– – 0.01% 83
2020
Q3 		$9K Buy
+150
New +$8.54K 0.01% 73

Other funds holding IWR

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peachtree Investment Partners's IWR Position: Q3 2022 in Review

Peachtree Investment Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2022, closing a stake of 6 shares.

Peachtree Investment Partners first reported a position in IWR in Q3 2020 and held it in 8 quarters. The position peaked at $10K in Q4 2020. 1,060 funds tracked by Wall St. Rank hold IWR as of Q3 2022.

  • Peachtree Investment Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Peachtree Investment Partners sold 6 iShares Russell Mid-Cap ETF shares in Q3 2022.
  • Peachtree Investment Partners first reported a position in iShares Russell Mid-Cap ETF in Q3 2020 and held it in 8 quarters.
  • Peachtree Investment Partners's iShares Russell Mid-Cap ETF position peaked at $10K in Q4 2020.
  • 1,060 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2022.

Based on Peachtree Investment Partners's 13F filing for Q3 2022, filed 8 Nov 2022.