PRWA
Platte River Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $17.3M | Sell |
46,057
-809
| -2% | -$304K | 4.64% | 5 |
|
|
2024
Q2 | $17.1M | Buy |
46,866
+583
| +1% | +$213K | 4.79% | 5 |
|
|
2024
Q1 | $15.6M | Buy |
46,283
+6,875
| +17% | +$2.32M | 4.45% | 5 |
|
|
2023
Q4 | $11.9M | Sell |
39,408
-103
| -0.3% | -$31.2K | 3.96% | 6 |
|
|
2023
Q3 | $10.5M | Sell |
39,511
-7
| -0% | -$1.86K | 3.85% | 5 |
|
|
2023
Q2 | $10.9M | Sell |
39,518
-465
| -1% | -$128K | 3.81% | 5 |
|
|
2023
Q1 | $9.77M | Sell |
39,983
-63
| -0.2% | -$15.4K | 3.75% | 5 |
|
|
2022
Q4 | $8.58M | Buy |
40,046
+4,347
| +12% | +$931K | 3.63% | 6 |
|
|
2022
Q3 | $7.51M | Buy |
35,699
+1,115
| +3% | +$235K | 3.36% | 8 |
|
|
2022
Q2 | $7.56M | Sell |
34,584
-1,985
| -5% | -$434K | 3.27% | 8 |
|
|
2022
Q1 | $10.2M | Sell |
36,569
-402
| -1% | -$112K | 3.71% | 8 |
|
|
2021
Q4 | $10.9M | Sell |
36,971
-1,140
| -3% | -$335K | 3.72% | 8 |
|
|
2021
Q3 | $10.4M | Buy |
38,111
+357
| +0.9% | +$97.8K | 3.87% | 7 |
|
|
2021
Q2 | $10.2M | Sell |
37,754
-1,142
| -3% | -$310K | 3.89% | 6 |
|
|
2021
Q1 | $9.9M | Sell |
38,896
-1,178
| -3% | -$300K | 4.07% | 6 |
|
|
2020
Q4 | $9.93M | Buy |
40,074
+581
| +1% | +$144K | 4.28% | 6 |
|
|
2020
Q3 | $8.57M | Sell |
39,493
-109
| -0.3% | -$23.6K | 4.42% | 5 |
|
|
2020
Q2 | $7.91M | Buy |
+39,602
| New | +$7.91M | 4.36% | 6 |
|
|
2019
Q4 | $7.12M | Buy |
+39,550
| New | +$7.12M | 3.74% | 3 |
|