Platte River Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $503K | Hold |
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|
2024
Q2 | $475K | Hold |
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|
2024
Q1 | $462K | Hold |
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|
2023
Q4 | $422K | Hold |
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|
2023
Q3 | $377K | Hold |
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|
2023
Q2 | $392K | Hold |
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|
2023
Q1 | $363K | Hold |
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|
2022
Q4 | $340K | Hold |
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|
2022
Q3 | $319K | Hold |
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|
2022
Q2 | $335K | Hold |
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|
2022
Q1 | $404K | Hold |
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|
2021
Q4 | $422K | Hold |
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|
2021
Q3 | $392K | Hold |
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|
2021
Q2 | $394K | Hold |
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|
2021
Q1 | $376K | Hold |
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|
2020
Q4 | $356K | Hold |
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|
2020
Q3 | $301K | Hold |
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|
2020
Q2 | $285K | Buy |
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|
2019
Q4 | $290K | Buy |
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