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Platte River Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Platte River Wealth Advisors’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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% +$73.9K 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% -$370K 0.11% 81
2020
Q2 		$557K Buy
+5,760
New +$524K 0.31% 65
2019
Q4 		$1.82M Buy
+14,952
New +$1.85M 0.96% 29

Other funds holding IWN

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Platte River Wealth Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2024 at 2,580 shares worth $430K. The position accounts for 0.12% of the portfolio, ranked #69.

Platte River Wealth Advisors first reported a position in IWN in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.82M in Q4 2019. 976 funds tracked by Wall St. Rank hold IWN as of Q3 2024.

  • Platte River Wealth Advisors held 2,580 shares of iShares Russell 2000 Value ETF worth $430K as of Q3 2024.
  • Platte River Wealth Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q3 2024.
  • iShares Russell 2000 Value ETF made up 0.12% of Platte River Wealth Advisors's portfolio in Q3 2024, its #69 holding.
  • Platte River Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 19 quarters since.
  • Platte River Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $1.82M in Q4 2019.
  • 976 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2024.

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