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Platte River Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Platte River Wealth Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$9.19M Sell
48,399
-1,319
-3% -$240K 2.46% 11
2024
Q2 		$8.67M Buy
49,718
+143
+0.3% +$25K 2.43% 12
2024
Q1 		$8.88M Buy
49,575
+6,947
+16% +$1.18M 2.53% 10
2023
Q4 		$7.04M Buy
42,628
+461
+1% +$71.2K 2.33% 13
2023
Q3 		$6.4M Sell
42,167
-35
-0.1% -$5.55K 2.34% 15
2023
Q2 		$6.66M Sell
42,202
-2,380
-5% -$364K 2.33% 14
2023
Q1 		$6.79M Sell
44,582
-820
-2% -$127K 2.6% 10
2022
Q4 		$6.89M Hold
45,402
– – 2.91% 9
2022
Q3 		$6.17M Sell
45,402
-956
-2% -$144K 2.76% 9
2022
Q2 		$6.72M Sell
46,358
-9,935
-18% -$1.55M 2.91% 10
2022
Q1 		$9.34M Buy
56,293
+1,720
+3% +$282K 3.41% 9
2021
Q4 		$9.3M Buy
54,573
+405
+0.7% +$66.4K 3.18% 9
2021
Q3 		$8.48M Buy
54,168
+2,842
+6% +$456K 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% +$677K 3.12% 11
2020
Q4 		$6.3M Buy
44,650
+8,440
+23% +$1.08M 2.72% 12
2020
Q3 		$4.28M Buy
36,210
+1,271
+4% +$151K 2.2% 17
2020
Q2 		$3.99M Buy
+34,939
New +$3.84M 2.2% 15
2019
Q4 		$4.48M Buy
+33,556
New +$4.42M 2.36% 8

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Platte River Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.7% in Q3 2024, selling an estimated $240K and leaving 48,399 shares worth $9.19M. The position accounts for 2.46% of the portfolio, ranked #11.

Platte River Wealth Advisors first reported a position in IWD in Q4 2019 and has held it in 19 quarters since. The position peaked at $9.34M in Q1 2022. 1,581 funds tracked by Wall St. Rank hold IWD as of Q3 2024.

  • Platte River Wealth Advisors held 48,399 shares of iShares Russell 1000 Value ETF worth $9.19M as of Q3 2024.
  • Platte River Wealth Advisors sold 1,319 iShares Russell 1000 Value ETF shares in Q3 2024, an estimated $240K.
  • iShares Russell 1000 Value ETF made up 2.46% of Platte River Wealth Advisors's portfolio in Q3 2024, its #11 holding.
  • Platte River Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 19 quarters since.
  • Platte River Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $9.34M in Q1 2022.
  • 1,581 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2024.

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