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Platte River Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Platte River Wealth Advisors’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$52.8M Buy
551,761
+21,750
+4% +$2.01M 14.17% 1
2024
Q2 		$49M Buy
530,011
+34,477
+7% +$2.97M 13.76% 1
2024
Q1 		$41.8M Buy
495,534
+104,601
+27% +$8.4M 11.92% 1
2023
Q4 		$29.4M Buy
390,933
+32,673
+9% +$2.33M 9.72% 1
2023
Q3 		$24.5M Buy
358,260
+4,486
+1% +$317K 8.97% 2
2023
Q2 		$24.9M Buy
353,774
+10,554
+3% +$698K 8.74% 2
2023
Q1 		$21.9M Sell
343,220
-1,037
-0.3% -$63.4K 8.41% 2
2022
Q4 		$20.1M Buy
344,257
+32,740
+11% +$1.97M 8.51% 2
2022
Q3 		$18M Buy
311,517
+35,350
+13% +$2.3M 8.06% 2
2022
Q2 		$16.7M Sell
276,167
-3,253
-1% -$215K 7.22% 2
2022
Q1 		$21.3M Buy
279,420
+5,437
+2% +$408K 7.79% 2
2021
Q4 		$22.2M Buy
273,983
+24,440
+10% +$1.97M 7.59% 2
2021
Q3 		$18.4M Buy
249,543
+40,074
+19% +$3.05M 6.83% 2
2021
Q2 		$15.2M Buy
209,469
+13,089
+7% +$906K 5.79% 2
2021
Q1 		$13.4M Buy
196,380
+3,684
+2% +$238K 5.51% 2
2020
Q4 		$12.6M Buy
192,696
+21,488
+13% +$1.3M 5.46% 2
2020
Q3 		$9.89M Sell
171,208
-4,192
-2% -$237K 5.1% 3
2020
Q2 		$9.42M Buy
+175,400
New +$8.41M 5.19% 2
2019
Q4 		$6.94M Buy
+140,224
New +$6.5M 3.65% 4

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Platte River Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 4.1% in Q3 2024, buying an estimated $2.01M and bringing the position to 551,761 shares worth $52.8M. The position accounts for 14.17% of the portfolio, ranked #1.

Platte River Wealth Advisors first reported a position in IVW in Q4 2019 and has held it in 19 quarters since. 1,701 funds tracked by Wall St. Rank hold IVW as of Q3 2024.

  • Platte River Wealth Advisors held 551,761 shares of iShares S&P 500 Growth ETF worth $52.8M as of Q3 2024.
  • Platte River Wealth Advisors bought 21,750 iShares S&P 500 Growth ETF shares in Q3 2024, an estimated $2.01M.
  • iShares S&P 500 Growth ETF made up 14.17% of Platte River Wealth Advisors's portfolio in Q3 2024, its #1 holding.
  • Platte River Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 19 quarters since.
  • 1,701 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2024.

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