Platte River Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$503K	Hold	1,540	–	–	0.14%	62
2024 Q2	$475K	Hold	1,540	–	–	0.13%	64
2024 Q1	$462K	Hold	1,540	–	–	0.13%	65
2023 Q4	$422K	Hold	1,540	–	–	0.14%	67
2023 Q3	$377K	Hold	1,540	–	–	0.14%	71
2023 Q2	$392K	Hold	1,540	–	–	0.14%	71
2023 Q1	$363K	Hold	1,540	–	–	0.14%	66
2022 Q4	$340K	Hold	1,540	–	–	0.14%	70
2022 Q3	$319K	Hold	1,540	–	–	0.14%	70
2022 Q2	$335K	Hold	1,540	–	–	0.15%	69
2022 Q1	$404K	Hold	1,540	–	–	0.15%	66
2021 Q4	$422K	Hold	1,540	–	–	0.14%	68
2021 Q3	$392K	Hold	1,540	–	–	0.15%	70
2021 Q2	$394K	Hold	1,540	–	–	0.15%	71
2021 Q1	$376K	Hold	1,540	–	–	0.15%	69
2020 Q4	$356K	Hold	1,540	–	–	0.15%	73
2020 Q3	$301K	Hold	1,540	–	–	0.16%	74
2020 Q2	$285K	Buy	+1,540	New	+$261K	0.16%	78
2019 Q4	$290K	Buy	+1,540	New	+$278K	0.15%	107

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Platte River Wealth Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q3 2024 at 1,540 shares worth $503K. The position accounts for 0.14% of the portfolio, ranked #62.

Platte River Wealth Advisors first reported a position in IWV in Q4 2019 and has held it in 19 quarters since. 781 funds tracked by Wall St. Rank hold IWV as of Q3 2024.

Platte River Wealth Advisors held 1,540 shares of iShares Russell 3000 ETF worth $503K as of Q3 2024.
Platte River Wealth Advisors left its iShares Russell 3000 ETF share count unchanged in Q3 2024.
iShares Russell 3000 ETF made up 0.14% of Platte River Wealth Advisors's portfolio in Q3 2024, its #62 holding.
Platte River Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 19 quarters since.
781 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2024.

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