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Platte River Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Platte River Wealth Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$37.5M Buy
190,108
+4,234
+2% +$804K 10.05% 2
2024
Q2 		$33.8M Buy
185,874
+2,310
+1% +$421K 9.49% 2
2024
Q1 		$34.3M Buy
183,564
+20,025
+12% +$3.56M 9.77% 2
2023
Q4 		$28.4M Buy
163,539
+80,179
+96% +$12.9M 9.41% 2
2023
Q3 		$12.8M Buy
83,360
+975
+1% +$158K 4.69% 3
2023
Q2 		$13.3M Buy
82,385
+7,928
+11% +$1.22M 4.65% 3
2023
Q1 		$11.3M Buy
74,457
+1,167
+2% +$176K 4.34% 3
2022
Q4 		$10.6M Sell
73,290
-7,177
-9% -$1.02M 4.49% 4
2022
Q3 		$10.3M Sell
80,467
-3,344
-4% -$474K 4.62% 4
2022
Q2 		$11.5M Sell
83,811
-11,360
-12% -$1.68M 4.99% 3
2022
Q1 		$14.8M Buy
95,171
+4,240
+5% +$652K 5.41% 3
2021
Q4 		$14.5M Buy
90,931
+8,423
+10% +$1.28M 4.95% 3
2021
Q3 		$12M Buy
82,508
+6,100
+8% +$909K 4.44% 4
2021
Q2 		$11.3M Buy
76,408
+1,984
+3% +$292K 4.29% 5
2021
Q1 		$10.7M Buy
74,424
+9,589
+15% +$1.29M 4.38% 4
2020
Q4 		$8.51M Buy
64,835
+16,473
+34% +$1.99M 3.67% 10
2020
Q3 		$5.44M Buy
48,362
+4,872
+11% +$552K 2.8% 14
2020
Q2 		$4.77M Buy
+43,490
New +$4.61M 2.63% 13
2019
Q4 		$2.16M Buy
+17,056
New +$2.12M 1.14% 26

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Platte River Wealth Advisors's IVE Position: Q3 2024 in Review

Platte River Wealth Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 2.3% in Q3 2024, buying an estimated $804K and bringing the position to 190,108 shares worth $37.5M. The position accounts for 10.05% of the portfolio, ranked #2.

Platte River Wealth Advisors first reported a position in IVE in Q4 2019 and has held it in 19 quarters since. 1,436 funds tracked by Wall St. Rank hold IVE as of Q3 2024.

  • Platte River Wealth Advisors held 190,108 shares of iShares S&P 500 Value ETF worth $37.5M as of Q3 2024.
  • Platte River Wealth Advisors bought 4,234 iShares S&P 500 Value ETF shares in Q3 2024, an estimated $804K.
  • iShares S&P 500 Value ETF made up 10.05% of Platte River Wealth Advisors's portfolio in Q3 2024, its #2 holding.
  • Platte River Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 19 quarters since.
  • 1,436 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.