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

Platte River Wealth Advisors’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.46M	Hold	16,529	–	–	0.39%	44
2024 Q2	$1.34M	Hold	16,529	–	–	0.38%	46
2024 Q1	$1.39M	Sell	16,529 -1,205	-7%	-$95.5K	0.4%	43
2023 Q4	$1.38M	Sell	17,734 -2,141	-11%	-$152K	0.46%	43
2023 Q3	$1.38M	Buy	19,875 +2,141	+12%	+$156K	0.5%	37
2023 Q2	$1.3M	Sell	17,734 -365	-2%	-$25.4K	0.45%	38
2023 Q1	$1.27M	Hold	18,099	–	–	0.49%	37
2022 Q4	$1.22M	Hold	18,099	–	–	0.52%	39
2022 Q3	$1.13M	Hold	18,099	–	–	0.5%	38
2022 Q2	$1.17M	Hold	18,099	–	–	0.51%	37
2022 Q1	$1.41M	Hold	18,099	–	–	0.52%	36
2021 Q4	$1.47M	Sell	18,099 -592	-3%	-$48.6K	0.5%	39
2021 Q3	$1.46M	Hold	18,691	–	–	0.54%	37
2021 Q2	$1.48M	Hold	18,691	–	–	0.56%	38
2021 Q1	$1.42M	Sell	18,691 -11	-0.1%	-$795	0.58%	37
2020 Q4	$1.33M	Buy	18,702 +270	+1%	+$17.2K	0.58%	38
2020 Q3	$1.06M	Sell	18,432 -60	-0.3%	-$3.42K	0.55%	40
2020 Q2	$1.01M	Buy	+18,492	New	+$927K	0.56%	45
2019 Q4	$749K	Buy	+12,673	New	+$728K	0.39%	83

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Platte River Wealth Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2024 at 16,529 shares worth $1.46M. The position accounts for 0.39% of the portfolio, ranked #44.

Platte River Wealth Advisors first reported a position in IWR in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.48M in Q2 2021. 1,292 funds tracked by Wall St. Rank hold IWR as of Q3 2024.

Platte River Wealth Advisors held 16,529 shares of iShares Russell Mid-Cap ETF worth $1.46M as of Q3 2024.
Platte River Wealth Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2024.
iShares Russell Mid-Cap ETF made up 0.39% of Platte River Wealth Advisors's portfolio in Q3 2024, its #44 holding.
Platte River Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 19 quarters since.
Platte River Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $1.48M in Q2 2021.
1,292 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2024.

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