PRWA
Platte River Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $9.19M | Sell |
48,399
-1,319
| -3% | -$250K | 2.46% | 11 |
|
|
2024
Q2 | $8.67M | Buy |
49,718
+143
| +0.3% | +$24.9K | 2.43% | 12 |
|
|
2024
Q1 | $8.88M | Buy |
49,575
+6,947
| +16% | +$1.24M | 2.53% | 10 |
|
|
2023
Q4 | $7.04M | Buy |
42,628
+461
| +1% | +$76.2K | 2.33% | 13 |
|
|
2023
Q3 | $6.4M | Sell |
42,167
-35
| -0.1% | -$5.31K | 2.34% | 15 |
|
|
2023
Q2 | $6.66M | Sell |
42,202
-2,380
| -5% | -$376K | 2.33% | 14 |
|
|
2023
Q1 | $6.79M | Sell |
44,582
-820
| -2% | -$125K | 2.6% | 10 |
|
|
2022
Q4 | $6.89M | Hold |
45,402
| – | – | 2.91% | 9 |
|
|
2022
Q3 | $6.17M | Sell |
45,402
-956
| -2% | -$130K | 2.76% | 9 |
|
|
2022
Q2 | $6.72M | Sell |
46,358
-9,935
| -18% | -$1.44M | 2.91% | 10 |
|
|
2022
Q1 | $9.34M | Buy |
56,293
+1,720
| +3% | +$286K | 3.41% | 9 |
|
|
2021
Q4 | $9.3M | Buy |
54,573
+405
| +0.7% | +$69K | 3.18% | 9 |
|
|
2021
Q3 | $8.48M | Buy |
54,168
+2,842
| +6% | +$445K | 3.14% | 9 |
|
|
2021
Q2 | $8.14M | Buy |
51,326
+1,994
| +4% | +$316K | 3.09% | 11 |
|
|
2021
Q1 | $7.6M | Buy |
49,332
+4,682
| +10% | +$721K | 3.12% | 11 |
|
|
2020
Q4 | $6.3M | Buy |
44,650
+8,440
| +23% | +$1.19M | 2.72% | 12 |
|
|
2020
Q3 | $4.28M | Buy |
36,210
+1,271
| +4% | +$150K | 2.2% | 17 |
|
|
2020
Q2 | $3.99M | Buy |
+34,939
| New | +$3.99M | 2.2% | 15 |
|
|
2019
Q4 | $4.48M | Buy |
+33,556
| New | +$4.48M | 2.36% | 8 |
|