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

Platte River Wealth Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.26M Sell
24,667
-560
-2% -$70.8K 0.88% 26
2024
Q2 		$3.05M Sell
25,227
-140
-0.6% -$17K 0.85% 27
2024
Q1 		$3.18M Sell
25,367
-635
-2% -$74.8K 0.91% 28
2023
Q4 		$3.02M Sell
26,002
-44
-0.2% -$4.69K 1% 28
2023
Q3 		$2.72M Buy
26,046
+44
+0.2% +$4.85K 0.99% 28
2023
Q2 		$2.86M Hold
26,002
– – 1% 28
2023
Q1 		$2.76M Sell
26,002
-7,050
-21% -$769K 1.06% 27
2022
Q4 		$3.48M Sell
33,052
-2,065
-6% -$217K 1.47% 17
2022
Q3 		$3.37M Hold
35,117
– – 1.51% 19
2022
Q2 		$3.57M Hold
35,117
– – 1.54% 18
2022
Q1 		$4.2M Sell
35,117
-860
-2% -$101K 1.53% 18
2021
Q4 		$4.41M Sell
35,977
-981
-3% -$117K 1.51% 19
2021
Q3 		$4.18M Buy
36,958
+1,258
+4% +$146K 1.55% 19
2021
Q2 		$4.11M Buy
35,700
+980
+3% +$112K 1.56% 19
2021
Q1 		$3.86M Buy
34,720
+501
+1% +$52.2K 1.59% 19
2020
Q4 		$3.46M Sell
34,219
-200
-0.6% -$18K 1.49% 21
2020
Q3 		$2.78M Sell
34,419
-1,659
-5% -$134K 1.43% 22
2020
Q2 		$2.79M Buy
+36,078
New +$2.63M 1.54% 20
2019
Q4 		$4.6M Buy
+49,514
New +$4.52M 2.42% 7

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Platte River Wealth Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.2% in Q3 2024, selling an estimated $70.8K and leaving 24,667 shares worth $3.26M. The position accounts for 0.88% of the portfolio, ranked #26.

Platte River Wealth Advisors first reported a position in IWS in Q4 2019 and has held it in 19 quarters since. The position peaked at $4.6M in Q4 2019. 879 funds tracked by Wall St. Rank hold IWS as of Q3 2024.

  • Platte River Wealth Advisors held 24,667 shares of iShares Russell Mid-Cap Value ETF worth $3.26M as of Q3 2024.
  • Platte River Wealth Advisors sold 560 iShares Russell Mid-Cap Value ETF shares in Q3 2024, an estimated $70.8K.
  • iShares Russell Mid-Cap Value ETF made up 0.88% of Platte River Wealth Advisors's portfolio in Q3 2024, its #26 holding.
  • Platte River Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and has held it in 19 quarters since.
  • Platte River Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $4.6M in Q4 2019.
  • 879 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2024.

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