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Platte River Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Platte River Wealth Advisors’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$17.3M Sell
184,228
-3,236
-2% -$293K 4.64% 5
2024
Q2 		$17.1M Buy
187,464
+2,332
+1% +$199K 4.79% 5
2024
Q1 		$15.6M Buy
185,132
+27,500
+17% +$2.22M 4.45% 5
2023
Q4 		$11.9M Sell
157,632
-412
-0.3% -$29.1K 3.96% 6
2023
Q3 		$10.5M Sell
158,044
-28
-0% -$1.93K 3.85% 5
2023
Q2 		$10.9M Sell
158,072
-1,860
-1% -$118K 3.81% 5
2023
Q1 		$9.77M Sell
159,932
-252
-0.2% -$14.5K 3.75% 5
2022
Q4 		$8.58M Buy
160,184
+17,388
+12% +$956K 3.63% 6
2022
Q3 		$7.51M Buy
142,796
+4,460
+3% +$262K 3.36% 8
2022
Q2 		$7.56M Sell
138,336
-7,940
-5% -$477K 3.27% 8
2022
Q1 		$10.2M Sell
146,276
-1,608
-1% -$110K 3.71% 8
2021
Q4 		$10.9M Sell
147,884
-4,560
-3% -$338K 3.72% 8
2021
Q3 		$10.4M Buy
152,444
+1,428
+0.9% +$101K 3.87% 7
2021
Q2 		$10.2M Sell
151,016
-4,568
-3% -$295K 3.89% 6
2021
Q1 		$9.9M Sell
155,584
-4,712
-3% -$287K 4.07% 6
2020
Q4 		$9.93M Buy
160,296
+2,324
+1% +$132K 4.28% 6
2020
Q3 		$8.57M Sell
157,972
-436
-0.3% -$23K 4.42% 5
2020
Q2 		$7.91M Buy
+158,408
New +$6.98M 4.36% 6
2019
Q4 		$7.12M Buy
+158,200
New +$6.61M 3.74% 3

Other funds holding IWF

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Platte River Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.7% in Q3 2024, selling an estimated $293K and leaving 184,228 shares worth $17.3M. The position accounts for 4.64% of the portfolio, ranked #5.

Platte River Wealth Advisors first reported a position in IWF in Q4 2019 and has held it in 19 quarters since. 2,072 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

  • Platte River Wealth Advisors held 184,228 shares of iShares Russell 1000 Growth ETF worth $17.3M as of Q3 2024.
  • Platte River Wealth Advisors sold 3,236 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $293K.
  • iShares Russell 1000 Growth ETF made up 4.64% of Platte River Wealth Advisors's portfolio in Q3 2024, its #5 holding.
  • Platte River Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 19 quarters since.
  • 2,072 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

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