Liberty Wealth Management’s Direxion Russell 1000 Value Over Growth ETF RWVG Stock Holding History

Liberty Wealth Management’s Portfolio RWVG Stock Details RWVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-151	Closed	-$9K	–	1202
2021 Q3	$9K	Hold	151	–	–	﹤0.01%	853
2021 Q2	$9K	Buy	151 +1	+0.7%	+$59	﹤0.01%	689
2021 Q1	$7K	Hold	150	–	–	﹤0.01%	669
2020 Q4	$7K	Buy	+150	New	+$6.9K	﹤0.01%	663

Other funds holding RWVG

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Liberty Wealth Management's RWVG Position: Q4 2021 in Review

Liberty Wealth Management sold out of Direxion Russell 1000 Value Over Growth ETF (RWVG) in Q4 2021, closing a stake of 151 shares — an estimated $9K sold.

Liberty Wealth Management first reported a position in RWVG in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q3 2021. 7 funds tracked by Wall St. Rank hold RWVG as of Q4 2021.

Liberty Wealth Management reported no remaining Direxion Russell 1000 Value Over Growth ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 151 Direxion Russell 1000 Value Over Growth ETF shares in Q4 2021, an estimated $9K.
Liberty Wealth Management first reported a position in Direxion Russell 1000 Value Over Growth ETF in Q4 2020 and held it in 4 quarters.
Liberty Wealth Management's Direxion Russell 1000 Value Over Growth ETF position peaked at $9K in Q3 2021.
7 funds tracked by Wall St. Rank held Direxion Russell 1000 Value Over Growth ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.