PRWA
Platte River Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $430K | Hold |
2,580
| – | – | 0.12% | 69 |
|
|
2024
Q2 | $393K | Hold |
2,580
| – | – | 0.11% | 72 |
|
|
2024
Q1 | $410K | Hold |
2,580
| – | – | 0.12% | 71 |
|
|
2023
Q4 | $401K | Hold |
2,580
| – | – | 0.13% | 72 |
|
|
2023
Q3 | $350K | Hold |
2,580
| – | – | 0.13% | 73 |
|
|
2023
Q2 | $363K | Hold |
2,580
| – | – | 0.13% | 73 |
|
|
2023
Q1 | $354K | Hold |
2,580
| – | – | 0.14% | 70 |
|
|
2022
Q4 | $358K | Hold |
2,580
| – | – | 0.15% | 69 |
|
|
2022
Q3 | $333K | Hold |
2,580
| – | – | 0.15% | 68 |
|
|
2022
Q2 | $351K | Hold |
2,580
| – | – | 0.15% | 67 |
|
|
2022
Q1 | $416K | Hold |
2,580
| – | – | 0.15% | 65 |
|
|
2021
Q4 | $430K | Hold |
2,580
| – | – | 0.15% | 66 |
|
|
2021
Q3 | $413K | Buy |
2,580
+460
| +22% | +$73.6K | 0.15% | 69 |
|
|
2021
Q2 | $351K | Hold |
2,120
| – | – | 0.13% | 75 |
|
|
2021
Q1 | $340K | Hold |
2,120
| – | – | 0.14% | 72 |
|
|
2020
Q4 | $301K | Hold |
2,120
| – | – | 0.13% | 76 |
|
|
2020
Q3 | $211K | Sell |
2,120
-3,640
| -63% | -$362K | 0.11% | 81 |
|
|
2020
Q2 | $557K | Buy |
+5,760
| New | +$557K | 0.31% | 65 |
|
|
2019
Q4 | $1.82M | Buy |
+14,952
| New | +$1.82M | 0.96% | 29 |
|