IBDX β€” ISHARES TR

Ownership history in Platte River Wealth Advisors, LLC  Β·  6 quarters on record

AI Ownership Summary

Platte River Wealth Advisors, LLC reported ISHARES TR (IBDX) in 6 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 1.32% in 2024 Q1. The latest visible filing shows IBDX at 1.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Platte River Wealth Advisors, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

IBDX was reported at 1.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.32% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBDX stock page Platte River Wealth Advisors, LLC fund profile Platte River Wealth Advisors, LLC full holdings
How Platte River Wealth Advisors, LLC held IBDX β€” position size vs. price
% of Fund (quarterly)    IBDX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED 180,513 +2,617 +1.5% 1.24% $4.6M 2024-11-14 (Est.) $23.13
2024 Q2 REDUCED 177,896 -8,173 -4.4% 1.23% $4.4M 2024-07-19 $22.78
2024 Q1 ADDED 186,069 +57,420 +44.6% 1.32% $4.6M 2024-04-23 $21.93
2023 Q4 REDUCED 128,649 -11,341 -8.1% 1.07% $3.2M 2024-01-12 $22.50
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IBDX

As of 2026 Q1 β€” sorted by position size

Signature Wealth Management Group 3Y 7Y 1.63% ADIRONDACK TRUST CO 3Y 7Y 1.1% BEACON FINANCIAL GROUP 3Y 7Y 0.13% Miller Global Investments, LLC 0.05%

FAQ About Platte River Wealth Advisors, LLC and IBDX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Platte River Wealth Advisors, LLC reported owning IBDX?

Platte River Wealth Advisors, LLC reported IBDX across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported IBDX position in Platte River Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for IBDX was 1.32% in 2024 Q1.

What is the latest reported IBDX position on this page?

The most recent filing on this page is 2024 Q3, when Platte River Wealth Advisors, LLC reported 180,513 shares, equal to 1.24% of portfolio, with an estimated market value of $4.6M.

What does the chart on this IBDX ownership page compare?

The chart compares Platte River Wealth Advisors, LLC's quarterly IBDX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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