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Platte River Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Platte River Wealth Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$442K Hold
1,555
– – 0.12% 68
2024
Q2 		$408K Hold
1,555
– – 0.11% 69
2024
Q1 		$421K Hold
1,555
– – 0.12% 69
2023
Q4 		$392K Hold
1,555
– – 0.13% 74
2023
Q3 		$349K Hold
1,555
– – 0.13% 74
2023
Q2 		$377K Hold
1,555
– – 0.13% 72
2023
Q1 		$353K Hold
1,555
– – 0.14% 71
2022
Q4 		$334K Hold
1,555
– – 0.14% 72
2022
Q3 		$321K Hold
1,555
– – 0.14% 69
2022
Q2 		$321K Hold
1,555
– – 0.14% 71
2022
Q1 		$398K Sell
1,555
-400
-20% -$102K 0.15% 67
2021
Q4 		$545K Hold
1,955
– – 0.19% 64
2021
Q3 		$574K Buy
1,955
+300
+18% +$90.1K 0.21% 63
2021
Q2 		$516K Hold
1,655
– – 0.2% 66
2021
Q1 		$502K Hold
1,655
– – 0.21% 65
2020
Q4 		$516K Hold
1,655
– – 0.22% 68
2020
Q3 		$367K Sell
1,655
-2,752
-62% -$602K 0.19% 67
2020
Q2 		$921K Buy
+4,407
New +$824K 0.51% 48
2019
Q4 		$2.1M Buy
+9,882
New +$2.01M 1.1% 27

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

Platte River Wealth Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2024 at 1,555 shares worth $442K. The position accounts for 0.12% of the portfolio, ranked #68.

Platte River Wealth Advisors first reported a position in IWO in Q4 2019 and has held it in 19 quarters since. The position peaked at $2.1M in Q4 2019. 964 funds tracked by Wall St. Rank hold IWO as of Q3 2024.

  • Platte River Wealth Advisors held 1,555 shares of iShares Russell 2000 Growth ETF worth $442K as of Q3 2024.
  • Platte River Wealth Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2024.
  • iShares Russell 2000 Growth ETF made up 0.12% of Platte River Wealth Advisors's portfolio in Q3 2024, its #68 holding.
  • Platte River Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 19 quarters since.
  • Platte River Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $2.1M in Q4 2019.
  • 964 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2024.

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