Platte River Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.95M	Hold	3,386	–	–	0.52%	37
2024 Q2	$1.85M	Hold	3,386	–	–	0.52%	37
2024 Q1	$1.78M	Hold	3,386	–	–	0.51%	39
2023 Q4	$1.62M	Sell	3,386 -64	-2%	-$28.6K	0.54%	38
2023 Q3	$1.48M	Buy	3,450 +64	+2%	+$28.6K	0.54%	35
2023 Q2	$1.51M	Buy	3,386 +2,693	+389%	+$1.13M	0.53%	34
2023 Q1	$285K	Sell	693 -124	-15%	-$49.7K	0.11%	76
2022 Q4	$314K	Buy	817 +124	+18%	+$47.9K	0.13%	76
2022 Q3	$249K	Hold	693	–	–	0.11%	79
2022 Q2	$263K	Hold	693	–	–	0.11%	75
2022 Q1	$314K	Hold	693	–	–	0.11%	73
2021 Q4	$327K	Hold	693	–	–	0.11%	74
2021 Q3	$299K	Hold	693	–	–	0.11%	78
2021 Q2	$298K	Hold	693	–	–	0.11%	77
2021 Q1	$284K	Sell	693 -17	-2%	-$6.58K	0.12%	76
2020 Q4	$274K	Hold	710	–	–	0.12%	79
2020 Q3	$239K	Buy	+710	New	+$236K	0.12%	77

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Platte River Wealth Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2024 at 3,386 shares worth $1.95M. The position accounts for 0.52% of the portfolio, ranked #37.

Platte River Wealth Advisors first reported a position in IVV in Q3 2020 and has held it in 17 quarters since. 3,204 funds tracked by Wall St. Rank hold IVV as of Q3 2024.

Platte River Wealth Advisors held 3,386 shares of iShares Core S&P 500 ETF worth $1.95M as of Q3 2024.
Platte River Wealth Advisors left its iShares Core S&P 500 ETF share count unchanged in Q3 2024.
iShares Core S&P 500 ETF made up 0.52% of Platte River Wealth Advisors's portfolio in Q3 2024, its #37 holding.
Platte River Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 17 quarters since.
3,204 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2024.

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