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Platte River Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Platte River Wealth Advisors’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$4.71M Sell
40,131
-400
-1% -$44.7K 1.26% 20
2024
Q2 		$4.47M Sell
40,531
-379
-0.9% -$41.6K 1.25% 22
2024
Q1 		$4.67M Sell
40,910
-1,406
-3% -$152K 1.33% 23
2023
Q4 		$4.42M Hold
42,316
– – 1.46% 20
2023
Q3 		$3.87M Hold
42,316
– – 1.41% 20
2023
Q2 		$4.09M Hold
42,316
– – 1.43% 21
2023
Q1 		$3.85M Sell
42,316
-15,030
-26% -$1.34M 1.48% 22
2022
Q4 		$4.79M Hold
57,346
– – 2.03% 12
2022
Q3 		$4.5M Hold
57,346
– – 2.01% 14
2022
Q2 		$4.54M Sell
57,346
-55
-0.1% -$4.79K 1.97% 14
2022
Q1 		$5.77M Sell
57,401
-2,065
-3% -$206K 2.11% 13
2021
Q4 		$6.43M Sell
59,466
-740
-1% -$86.3K 2.2% 13
2021
Q3 		$6.75M Buy
60,206
+859
+1% +$98.8K 2.5% 14
2021
Q2 		$6.72M Sell
59,347
-3,018
-5% -$322K 2.55% 15
2021
Q1 		$6.61M Sell
62,365
-1,163
-2% -$122K 2.72% 14
2020
Q4 		$6.79M Sell
63,528
-3,422
-5% -$326K 2.93% 11
2020
Q3 		$5.79M Sell
66,950
-952
-1% -$80.3K 2.98% 12
2020
Q2 		$5.52M Buy
+67,902
New +$4.92M 3.04% 11
2019
Q4 		$5.76M Buy
+74,846
New +$5.49M 3.03% 5

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

Platte River Wealth Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.99% in Q3 2024, selling an estimated $44.7K and leaving 40,131 shares worth $4.71M. The position accounts for 1.26% of the portfolio, ranked #20.

Platte River Wealth Advisors first reported a position in IWP in Q4 2019 and has held it in 19 quarters since. The position peaked at $6.79M in Q4 2020. 1,018 funds tracked by Wall St. Rank hold IWP as of Q3 2024.

  • Platte River Wealth Advisors held 40,131 shares of iShares Russell Mid-Cap Growth ETF worth $4.71M as of Q3 2024.
  • Platte River Wealth Advisors sold 400 iShares Russell Mid-Cap Growth ETF shares in Q3 2024, an estimated $44.7K.
  • iShares Russell Mid-Cap Growth ETF made up 1.26% of Platte River Wealth Advisors's portfolio in Q3 2024, its #20 holding.
  • Platte River Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 19 quarters since.
  • Platte River Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $6.79M in Q4 2020.
  • 1,018 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2024.

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