Platte River Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Platte River Wealth Advisors’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,418	Closed	-$241K	–	98
2023 Q2	$241K	Hold	2,418	–	–	0.08%	87
2023 Q1	$234K	Buy	2,418 +65	+3%	+$6.5K	0.09%	84
2022 Q4	$223K	Hold	2,353	–	–	0.09%	85
2022 Q3	$205K	Hold	2,353	–	–	0.09%	84
2022 Q2	$217K	Sell	2,353 -3,225	-58%	-$321K	0.09%	83
2022 Q1	$602K	Sell	5,578 -1,605	-22%	-$173K	0.22%	57
2021 Q4	$815K	Buy	7,183 +230	+3%	+$26.2K	0.28%	56
2021 Q3	$759K	Hold	6,953	–	–	0.28%	57
2021 Q2	$786K	Buy	6,953 +460	+7%	+$51.3K	0.3%	60
2021 Q1	$710K	Buy	6,493 +890	+16%	+$93.2K	0.29%	58
2020 Q4	$560K	Buy	+5,603	New	+$460K	0.24%	64
2020 Q3	–	Sell	-12,116	Closed	-$828K	–	85
2020 Q2	$828K	Buy	+12,116	New	+$765K	0.46%	54
2019 Q4	$3.01M	Buy	+37,418	New	+$3.01M	1.58%	15

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Platte River Wealth Advisors's IJR Position: Q3 2023 in Review

Platte River Wealth Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2023, closing a stake of 2,418 shares — an estimated $241K sold.

Platte River Wealth Advisors first reported a position in IJR in Q4 2019 and held it in 13 quarters. The position peaked at $3.01M in Q4 2019. 2,102 funds tracked by Wall St. Rank hold IJR as of Q3 2023.

Platte River Wealth Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
Platte River Wealth Advisors sold 2,418 iShares Core S&P Small-Cap ETF shares in Q3 2023, an estimated $241K.
Platte River Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 13 quarters.
Platte River Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $3.01M in Q4 2019.
2,102 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2023.

Based on Platte River Wealth Advisors's 13F filing for Q3 2023, filed 11 Oct 2023.