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RGT Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

RGT Wealth Advisors’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$98K Buy
1,123
+221
+25% +$21.5K 0.02% 81
2022
Q2 		$83K Buy
902
+35
+4% +$3.48K 0.01% 90
2022
Q1 		$94K Sell
867
-410
-32% -$44.2K 0.01% 86
2021
Q4 		$146K Buy
+1,277
New +$146K 0.02% 103

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RGT Wealth Advisors's IJR Position: Q3 2022 in Review

RGT Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 25% in Q3 2022, buying an estimated $21.5K and bringing the position to 1,123 shares worth $98K. The position accounts for 0.02% of the portfolio, ranked #81.

RGT Wealth Advisors first reported a position in IJR in Q4 2021 and has held it in 4 quarters since. The position peaked at $146K in Q4 2021. 1,950 funds tracked by Wall St. Rank hold IJR as of Q3 2022.

  • RGT Wealth Advisors held 1,123 shares of iShares Core S&P Small-Cap ETF worth $98K as of Q3 2022.
  • RGT Wealth Advisors bought 221 iShares Core S&P Small-Cap ETF shares in Q3 2022, an estimated $21.5K.
  • iShares Core S&P Small-Cap ETF made up 0.02% of RGT Wealth Advisors's portfolio in Q3 2022, its #81 holding.
  • RGT Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 4 quarters since.
  • RGT Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $146K in Q4 2021.
  • 1,950 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.